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krisi
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re: Will Taiwan DRAM makers survive in '11?
krisi   1/4/2011 4:50:50 PM
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Mark: Your basic premise seems to be that these players are too small to survive. If that is true I am sure they understand that. What prevents them from merging? Kris

selinz
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re: Will Taiwan DRAM makers survive in '11?
selinz   1/3/2011 7:24:05 PM
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It's hard to imagine them "failing" to keep up costs when they have a pretty good track record of doing whatever it takes to compete.

double-o-nothing
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re: Will Taiwan DRAM makers survive in '11?
double-o-nothing   1/1/2011 12:04:56 PM
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Elpida's key problem is it lacks sub-6x nm technology. So it leaves chance for even Micron to overtake, not to mention Hynix and Samsung already ahead.

resistion
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re: Will Taiwan DRAM makers survive in '11?
resistion   1/1/2011 5:57:48 AM
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Unifying the Taiwan companies with Elpida technology was already impossible with visible government help, without the help it can' t be a viable possibility.



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