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The Memory Market, Short and Long Term

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A quiet battle is currently raging over computer memory. The combatants, many of whom are also allies, include Japan and South Korea, DRAM and NAND, solid-state and hard drives. Although the short-term results are always in question, the long-term war is virtually a foregone conclusion -- because it's part of the revolution of mobile over desktop, and there's no question which side will eventually triumph. This particular battle is over Elpida, the Japanese DRAM manufacturer that ...

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