DRAMeXchange foresees a decline of “trench” market share after Micron and Nanya signed MOU

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2008-03-05 08:24

Taipei--(뉴스와이어)--Micron and Nanya announced on March 3 that they have signed a memorandum of understanding (MOU) to explore potential technology sharing, joint technology development and development of a new joint venture. Both parties will jointly focus on the development of sub-50nm technologies. "DRAM technology, which used to be clearly classified into stack and trench technology, is about to encounter fundamental change amid leading advocators’ technology development and cross partnership," said DRAMeXchange analysts.

Prior to Micron and Nanya’s announcement, Qimonda announced that technology breakthrough with DRAM roadmap to 30nm and feature cell sizes of 4F2. The company will focus on new Buried Wordline technology, 58nm production in 2008 and advance to 46nm in 2H09. While the announcement raised eyebrows among marketers, some believe that the timing of these two announcements implies that Qimonda may foretell some hidden message.

By referring to sales from the mentioned companies, DRAMeXchange believes that market share of stack and trench technology twill see structural changes alongside with this type of strengthened ties among involved parties.

As of 2006, the trench camp records a market share of 23%. But as DRAM makers competed over capacity in 2007, the share has decline to 18%. In light of the emergence of new partnerships, as well as competition from the stack camp, market share of the trench camp may be erode further.

About DRAMeXchange

DRAMeXchange is a global leading provider of market intelligence, in-depth analysis reports and consultant services on major electronics components. Our company consists of 2 major research divisions---DRAMeXchange and WitsView, which cover the DRAM, NAND Flash, PC and display research sectors. You can learn more about DRAMeXchange by visiting www.dramexchange.com.

In the year 2000, the company started to deliver market intelligence services under the name of DRAMeXchange technology. This included the current business environment, real-time spot trading prices, market trends, capital spending and wafer capacity trends, the impact of DRAM/flash memory products on the market, and other relevant PC industry information.

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