Jim Handy, The Memory Guy, has decided to become a Mythbuster with respect to the meme: “You cannot make a profit in the DRAM manufacturing business.” He just published a blog post titled “Is DRAM Really a Profitless Business?” This blog post contains a plot that shows aggregate profits for the DRAM industry from 1991 through 2011. Cutting to the chase, the industry’s aggregate revenue for this time period was $477 billion. Average profit over 21 years: $200 billion.
How does Handy know? He’s “The Memory Guy.” It’s his business to know.
Here’s a thumbnail of Handy’s/Memory Guy’s chart:
To see the real thing, go read The Memory Guy’s blog post.
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