c**i
发帖数: 6973 | 1 Japan, Taiwan makers eye DRAM tie-up / Elpida, 2 firms could be world's 2nd
largest. Yomiusri, Dec. 26, 2010.
http://www.yomiuri.co.jp/dy/business/T101225000995.htm
My comment:
(1) Early this year, DRAM price shot up, saving the DRAM industry of Taiwan.
Lately, however, DRAM prices dropped again, causing MIcron of US to reduce
profit by a quarter--and Taiwanese DRAM in dire strait (their market share
worldwide have shrunk dramatically). The latter may be desperate.
(2) On Dec. 14, my posting included the following item.
"Don Clark and Juro Osawa, Power Blip Jolts Supply of Gadget Chips. Wall
Street Journal, Dec. 10, 2010.
http://online.wsj.com/article/SB10001424052748703766704576009071694055878.html
My comment: Just take a look at the color graphic. Taiwan is unable to make
NAND flash."
(3) What about Elpida of ajpan? Elpida just tried its hand on Nand.
Mark LaPedus, Will Elpida shake up NAND market? EETimes, Sept. 2, 2010.
http://www.eetimes.com/electronics-news/4207311/Will-Elpida-shake-up-NAND-market-semiconductor
Spansion is headquartered at Sunnydale, California.
http://www.spansion.com | l******a
发帖数: 3803 | 2
world's 2nd
Taiwan.
reduce
share
Wall
Bet against Samsung? good luck.
HTC will learn a hard lesson too.
Next will be SMTC.
【在 c**i 的大作中提到】
: Japan, Taiwan makers eye DRAM tie-up / Elpida, 2 firms could be world's 2nd
: largest. Yomiusri, Dec. 26, 2010.
: http://www.yomiuri.co.jp/dy/business/T101225000995.htm
: My comment:
: (1) Early this year, DRAM price shot up, saving the DRAM industry of Taiwan.
: Lately, however, DRAM prices dropped again, causing MIcron of US to reduce
: profit by a quarter--and Taiwanese DRAM in dire strait (their market share
: worldwide have shrunk dramatically). The latter may be desperate.
: (2) On Dec. 14, my posting included the following item.
: "Don Clark and Juro Osawa, Power Blip Jolts Supply of Gadget Chips. Wall
| c**i
发帖数: 6973 | 3 No, they are not betting against Samsung. Rather they areying to survive. A
year or two ago, a news report predicted that soon there would be only TSMC
left in foundry (GlobalFoundries did not exist then); that the only DRAM
lerft standing would be Samsung. That tech world has been consolidating.
【在 l******a 的大作中提到】
:
: world's 2nd
: Taiwan.
: reduce
: share
: Wall
: Bet against Samsung? good luck.
: HTC will learn a hard lesson too.
: Next will be SMTC.
|
|
