A-Data confident about Vista impact on DRAM and NAND flash
After posting a confident outlook for the memory market this quarter, A-Data Technology again stressed the positive impact that new Microsoft’s Windows Vista operation system (OS) will bring to the memory business. Company chairman Simon Chen anticipates influence of Vista to emerge from 2007 and bring a 20-30% growth for DRAM per year. Vista-ready systems require a minimum of 1GB of bundled, up from 600-700MB for mainstream systems, which are not Vista-ready, he detailed.
Chen expects Vista to provide two “good years” for the DRAM industry in 2007-2008, although the cost of DRAM content per box should not exceed 10%, according to a Chinese-language Economic Daily News (EDN) report. He reiterated that recent DRAM price correction is reasonable. The NAND flash market is also expected to enjoy the benefits brought by Vista, Chen noted. With the Windows ReadyBoost feature that appears in Vista as a way to increase the available memory for the OS in the form of a special cache, another wave of demand for USB flash disks will likely be spurred, he said.
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