标题: Taiwan, Japan DRAM Makers Join Hands [打印本页] 作者: choi 时间: 12-25-2010 11:28 标题: Taiwan, Japan DRAM Makers Join Hands 本文通过一路BBS站telnet客户端发布
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
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