DRAM module-makers are expecting that demand from Europe and the US will be stronger than expected over the next two weeks, according to sources at DRAM-module makers.
The rising orders are benefiting DRAM chipmakers in Taiwan as the supply of top-tier branded chips is currently tight, the sources indicated. As a result, sources at Taiwan-based DRAM chipmakers now claim their chip supply is also tightening.
Article translated by Jack Lu and edited by Michael McManus