Posted on Sunday, February 19 2012 @ 20:43 CET by Thomas De Maesschalck
X-bit Labs
discusses the consequences for the DRAM and PC market should Elpida go bankrupt:
Elpida’s commodity and mobile DRAM market share in Q4 2011 accounted for 12% and 17% of the global market, respectively. If the Japanese government does not step in to offer assistance and Elpida backs out from the DRAM industry due to financial difficulties, the negative impact on the PC and DRAM markets will be severe. DRAM market share will be even more unbalanced, dominated by makers with leading technology, Samsung, Hynix and Micron. The DRAM market will be one step closer to an oligopolistic state, thereby leaving PC OEMs with less buying power.
