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@ 2008/06/04David Sun, co-founder of the number-one DRAM module company Kingston Technology, believes that no DRAM maker will voluntarily quit the market as they have no backdoor to exit. Even if more consolidation is seen in the industry, overall capacity will not reduce.
Sun commented that the recent trough in the DRAM industry is very different than the one seen in 2000. Companies such as Fujitsu, IBM, Mitsubishi Electric, OKI, Texas Instruments (TI) and Toshiba quit the DRAM market due to severe competition and shifted their focus to other products. Toshiba, for example, shifted its focus from DRAM to NAND flash and the company has a proven achievement in the NAND flash industry now, stated Sun.
Sun commented that the recent trough in the DRAM industry is very different than the one seen in 2000. Companies such as Fujitsu, IBM, Mitsubishi Electric, OKI, Texas Instruments (TI) and Toshiba quit the DRAM market due to severe competition and shifted their focus to other products. Toshiba, for example, shifted its focus from DRAM to NAND flash and the company has a proven achievement in the NAND flash industry now, stated Sun.
