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Y2K versus Today: Where are we in the Electronics Cycle? Another DRAM blowout?

Posted on: 09-Aug-2010

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Summary

Worry about electronics overdoing it like they did in Y2K. After all, the industry is growing far faster than it did back then. Here’s a comparison. As Y2K peaked, planned capacity additions were half of all existing capacity at the time versus about a fifth today. Of course, the real cause for concern is if this year’s planned additions continue to grow. In fact, a big chunk of current plans are centered on memories and the problem is dominantly in DRAMs …

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About weQuest:
weQuest's are written by G Dan Hutcheson, his career spans more than thirty years, in which he became a well-known as a visionary for helping companies make businesses out of technology. This includes hundreds of successful programs involving product development, positioning, and launch in Semiconductor, Technology, Medicine, Energy, Business, High Tech, Enviorntment, Electronics, healthcare and Business devisions.

Important Tags: 

Electronics

capacity

DRAM

foundry

logic

Short URL: https://www.wesrch.com/weqEL1TOKJ

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