Kingston co-founder: DRAM makers have no way out

jmke · 4th June 2008, 11:03

David 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.

http://www.digitimes.com/news/a20080602PD217.html

4th June 2008, 11:03	#1
jmke Madshrimp Join Date: May 2002 Location: 7090/Belgium Posts: 79,021	Kingston co-founder: DRAM makers have no way out David 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. http://www.digitimes.com/news/a20080602PD217.html __________________

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