Memory-dominant semiconductor market

According to Ed McKernan (link), regarding DRAM manufacturer Micron “whose stock has soared in 2013 from $5 to $21”,

We have flipped from a playing field of 20 years ago when a dozen DRAM vendors fought it out to sit next to the Intel socket to now where there are a dozen mobile processor vendors fighting to be next to the Micron or Samsung DRAM socket.

and

Could it be that we are, for the first time in 20 years, on the verge of a Memory Dominant Semiconductor Market?