DRAM
LAM Research (LRCX) Dry Deposit and Resist Could Become a Multi-Billion Dollar Business
The dry photoresist technology LAM has developed could become a multiple billion dollars business by the end of the decade.
NAND
The Impending Chinese NAND Apocalypse
SemiAnalysis projects that within the next 5 years, at least a few of the companies with a NAND fab will consolidate or sell their stakes.