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Rescuing the DRAM industry
The DRAM industry accounts for about 10% of global semiconductor revenues, and chronic oversupply and diminished demand has led to a near collapse in the industry, with related shock waves affecting growth in the semiconductor and related equipment markets.

In Taiwan, the government has been eyeing a rescue package for struggling DRAM players, but consolidation in the industry is expected to continue.
IN THE NEWS
Wednesday 30 December 2009
ProMOS denies layoff rumors
DRAM maker ProMOS Technologies has issued a filing with the Taiwan Stock Exchange (TSE) dismissing rumors of pending layoffs, saying it currently has no plans to cut jobs.
Wednesday 30 December 2009
Inotera gets approval to issue new shares in Taiwan
Taiwan's Securities and Futures Bureau under the Cabinet's Financial Supervisory Commission has confirmed its approval of Inotera Memories' plans to issue 640 million new shares at...
Wednesday 30 December 2009
Winbond expected to see profits in 4Q09
DRAM maker Winbond Electronics, which has focused more on niche memory, will likely swing back to profitability in the fourth quarter of 2009 following losses for 10 consecutive quarters,...
Friday 25 December 2009
DRAM to fall into shortage in 2H10, says DRAMeXchange
The market for DRAM chips will likely face a serious shortage in the second half of 2010, according to DRAMeXchange. With suppliers having decelerated their production growth and...
Thursday 24 December 2009
TIMC might invest in Rexchip
Rumors have circulated in Taiwan that Taiwan Innovative Memory Company (TIMC) may become an active player through an equity investment in Rexchip Electronics in cooperation with Elpida...
Wednesday 23 December 2009
DRAM capex to hike 80% in 2010, says DRAMeXchange
Combined capex at DRAM chipmakers will reach US$7.85 billion in 2010, up 80% from NT$4.3 billion in 2009, according to DRAMeXchange. Despite the significant growth, the projected...
Tuesday 22 December 2009
Rexchip to ramp 40nm-class DRAM production in 2Q10, says Elpida
Elpida Memory has announced that its 300mm (12-inch) fab in Hiroshima, Japan has began mass production of 40nm 2Gb DDR3 SDRAM chips, which comes just two months after the company...
Monday 21 December 2009
Memory segment to fall by less than overall chip revenues in 2009, says Gartner
Worldwide chip revenues are set to post a 11.4% decline in 2009, following 2008 when the revenues dropped 5.4%, according to Gartner. The research firm commented that 2009 will mark...
Thursday 17 December 2009
DRAM industry set to begin with good start in 1Q10, says Transcend chairman
The DRAM industry is expected to move opposite to normal seasonal patterns during the first quarter of 2010, before descending to the year's lowest level in the second quarter, according...
Wednesday 16 December 2009
Inotera to raise capital to fund process migration
DRAM maker Inotera Memories plans to raise capital through issuing 640 million new shares at a tentative price of NT$18 (US$0.56) per share to fund equipment expenses for technology...
Tuesday 15 December 2009
Support from "Rich dad" crucial to play at the DRAM table, says Kingmax chairman
With Korea-based players gaining a larger share of the present DRAM market, chairman of DRAM module house Kingmax Semiconductor has suggested capital and strong backing are key to...
Tuesday 15 December 2009
Rexchip to apply for listing in 2010, say sources
Rexchip Electronics, a 64%-held subsidiary of Japan's Elpida Memory, plans to apply for listing on Taiwan's over-the-counter (OTC) stock market in 2010, according to industry sources...
Thursday 10 December 2009
Winbond sees November sales soar 119% on year
Niche DRAM maker Winbond Electronics has posted revenues of NT$2.12 billion (US$65.63 million) for November, up 2.8% sequentially and 119.1% on year. For the first 11 months of 2009,...
Wednesday 9 December 2009
ProMOS looking to draw new investors, says chairman
ProMOS Technologies has contacted four potential investors, and expects to draw new funds by May or June 2010 to help smoothly ramp its chip production based on Elpida Memory's designs,...
Wednesday 9 December 2009
Elpida upbeat on DRAM outlook; to strengthen ties with Taiwan partners
DRAM prices are expected to bounce back in January 2010, according to Elpida Memory CEO Yukio Sakamoto, adding that he believes supply will run short of global DRAM demand in the...