LONDON Inotera Memories Inc. will triple its capital expenditure in 2010 to $1,385 billion as part of an effort by Taiwan DRAM manufacturers that will, in aggregate, eclipse the spending of market leader Samsung Electronics Co. Ltd., according to DRAMexchange Technology Inc., a Taiwan-based market analysis company.
Inotera and Nanya have raised enough funds for the 50-nm migration with support from Formosa Group and their capex will be up to $1.8 billion in 2010. The total capital expenditure from these and other Taiwanese DRAM vendors such as Powerchip Semiconductor Corp., Rexchip, ProMOS, Winbond, will create a Taiwanese DRAM capex of $2.7 billion in 2010, higher than $2.6 billion for Samsung.
As for the technology migration, Inotera and Nanya will migrate to 50-nm and probably produce few 40-nm products in cooperation with Micron.
Technology migration plans of Powerchip and Rexchip will likely follow those of Elpida, but these are likely to be impacted by equipment issues, according to DRAMexchange. ProMOS will possibly pull up to full capacity with outsourcing for Elpida.
Hynix and its joint-venture in China are expected to spend $1.3 billion in 2010, an approximate doubling of the spending in 2009. Micron is expected to spend only $500 million on enhancing its DRAM manufacture.
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