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DRAM Ranking for Second and Third Quarters


1. Qimonda up in rankings, but future unclear /EETimes

2. Time for Taiwan DRAM makers to move forward, says Kingston/ EETimes


Time for Taiwan DRAM makers to move forward, says Kingston


1. Qimonda up in rankings, but future unclear

SAN JOSE, Calif. -- Amid a downturn in DRAMs, Samsung Electronics Co. Ltd. remains the top supplier in the arena, according to the new rankings from Gartner Inc.

In terms of sales, Samsung was the world's largest DRAM maker in the third quarter of 2008, followed by in order Hynix, Elpida, Qimonda, Micron, Nanya, Powerchip and ProMOS, according to the rankings.

In the rankings, Germany's Qimonda AG gained share and took fourth place, surpassing Micron Technology Inc.

But Qimonda's fortunes could be short lived. Micron recently signed a definitive agreement to acquire Qimonda's 35.6 percent ownership stake in Taiwan DRAM venture Inotera Memories Inc. for $400 million in cash. And according to reports this week, Micron has acquired an option to take over competitor Qimonda.





2.Time for Taiwan DRAM makers to move forward, says Kingston


Josephine Lien, Taipei; Jessie Shen, DIGITIMES [Monday 24 November 2008]

David Sun, co-founder of Kingston Technology, recently stated that Taiwan's DRAM makers should be aware that now is the best time for Taiwan's DRAM industry to implement consolidation or vertical integration strategies. The later a response to the industry downturn is carried out, the harder is will be for DRAM makers to recover, Sun commented.

As Taiwan is a fundamentally important part of the global PC supply chain, local DRAM makers should take appropriate measures towards consolidation and improved vertical integration, said Sun. A seamless integration of the local semiconductor supply chain should be implemented according to the interests of Taiwan and its people, Sun noted.

Despite the severe industry slump, Sun does not expect to see any of the existing local DRAM players close down their operations. Any shutdown may lead to a domino effect and consequently cause the collapse of the country's entire financial system, Sun warned. Thus, local DRAM makers and related enterprises should grab this opportunity to work together, acting immediately to ensure a healthy recovery, Sun suggested.

The ideal number of DRAM makers in Taiwan could be two, said Sun, explaining that technological development and cost reductions can be stimulated efficiently and progressively between two parties. Fewer participants with larger production and operating scales could be more competitive than several smaller players during the current economic uncertainties, Sun stated.