iPad Wrecking DRAM Industry

Bloomberg has a fascinating story about how the rapid growth of the iPad is disrupting the DRAM industry. Apple has made the iPad very efficient in its memory usage in order to extend battery life. And by reducing the amount of DRAM used, less power is needed to keep it alive.

And since the iPad has taken market share from traditional notebook computers, DRAM manufacturers are stuck with billion-dollar facilities, and barely enough sales to pay their business loans.