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will99878898
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re: Five trends for DRAMs
will99878898   12/28/2010 7:59:56 AM
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they should directly open fab in china as Hynix did. but so far it's 2 slow. TW's top tier talents are in TSMC/MTK etc. what they left in DRAM bussiness is bunch of tier 3 useless ...s. (Micron might just wake up to this...)

resistion
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re: Five trends for DRAMs
resistion   12/28/2010 5:02:48 AM
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Conversely, for Taiwan to have shunned Korea (Samsung or Hynix) in previous opportunities (e.g., Promos) also limited its ability to keep up.

resistion
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re: Five trends for DRAMs
resistion   12/28/2010 3:58:22 AM
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For Micron and Elpida to rely on Taiwan as leading-edge manufacturing force, may not have been a good idea.

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