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That lost $60 billion

Posted: 26 Mar 2002  Print Version  Bookmark and Share Subscribe

Keywords: dram market  chip overcapacity  wafer fab investment  ic market 

[Summary of tips] Overcapacity was the cause of the 2001 industry meltdownboth self-inflicted and indirectopines Future Horizons' Malcolm Penn.Future Horizons' Malcolm PennAs any self-respecting analyst knows, the size of any market is finite, and too much investment will cause overcapacity. That, in turn, triggers a market meltdown and a redu......
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