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Expert Analyses of the following article:

Korea's DRAM lead is slipping

Source: www.eetimes.com
June 11, 2007
Expansion is only one of the problems, semi production mix issues are the major problems
Author: Hanni Eid, Business Development Manager, Kingston Technology Company Inc
1. DRAM/NAND chipmakers do not have a formula to determine how many components they should be producing at any given time, thus the market is often in shortage/oversupply situations due to production mix issues. 2. Continued expansion in the sector (more fabs, more lines, etc) will continue to negatively impact ASP (Average Selling Price) and cause further market saturation.
June 4, 2007
Continued Expansion of DRAm capacity contributes to price weakness
Author: GLG Expert Contributor
1.  DRAM expansion in Taiwan and competiton between Taiwan and S. Korean manufacturers will keep supply high and pricing down. 2.  Taiwan, S. Korean expansions continue, with China semi cooling, is another area to drive excess.

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