The DRAM industry received tragic news today – Steve Appleton, CEO of Micron Semiconductors, passed away at 51 in a small plane crash in Boise, Idaho. In light of Appleton’s death, Micron COO and President Mark Durcan will assume the responsibilities of CEO until the successor is appointed by the Board of Directors; Durcan originally planned to retire in August 2012.

January 31, 2012---根据集邦科技（TrendForce）旗下研究部门DRAMeXchange的调查，虽然1月下旬DRAM合约价在2GB仍以持平价位开出，均价维持在9.25美元，但4GB最高成交价已超越上旬的17美元，成交价在17.25美元区间，由于内存模块需求动能4GB比起2GB显著，整体成交量已经往均价至高价区间移动。

According to DRAMeXchange, a research division of TrendForce, 2H Jan. 2GB DRAM contract price remained flat, with average price at US$9.25. However, 4GB deals have already been concluded at a high of US$17.25, greater than 1H Jan.’s US$17, while the average stayed the same at US$16.5.

根據集邦科技（TrendForce）旗下研究部門DRAMeXchange的調查，雖然1月下旬DRAM合約價在2GB仍以持平價位開出，均價維持在9.25美元，但4GB最高成交價已超越上旬的17美元，成交價在17.25美元區間，由於記憶體模組需求動能4GB比起2GB顯著，整體成交量已經往均價至高價區間移動。若以技術轉進與成本來估算，目前4GB合約高價約為17.25美元，2Gb單顆顆粒價格約為0.9美元，而4Gb轉進時程較快的DRAM厰更可享有單顆1.81美元的價格，就進入成熟30nm製程階段的一線DRAM廠，離損益平衡點已相去不遠。

Heading into the end of 2011, Elpida’s financial difficulties were revealed. Rumors abounded, not only of Elpida seeking a bailout from the Japanese government, but also of Toshiba stepping up to take over. If this rumor is true, Elpida will be the first maker to fall in the harsh DRAM winter.

January 2, 2012--根据集邦科技（TrendForce）旗下的DRAMeXchange的调查，在时序进入2011年年末，尔必达爆出财务危机，除了传出尔必达已向日本政府寻求纾困，亦传出日本政府协调东芝出面接管的传闻，若此举成真，尔必达将会是在此波DRAM寒冬下首家被整并的DRAM厂。

According to DRAMeXchange, a research division of TrendForce, while the market has entered the traditionally weak PC shipment season, compared with 1HDec., 2HDec. contract price showed a flat price trend. DDR3 4GB and DDR3 2GB ASP was US$16.5 and US$9.25, respectively.

根据集邦科技(Trendforce)旗下研究部门DRAMeXchange的调查，虽然时序进入12月下旬传统PC出货淡季，十二月下旬合约价格与上旬相较呈现持平的价格走势，DDR3 4GB均价维持于16.5美元，DDR3 2GB均价亦守9.25美元，合约价于下半年漫长的跌幅走势中总算于年末出现止跌的迹象，2Gb颗粒在均价维持0.88美元。从市场面来观察，虽然还没有明确实证指出明年首季有显著的需求回升，但受惠于先前数家DRAM厂陆续减产所造成的产出缩减，有少数PC OEM为避免受到后续供货不足影响，已经增加DRAM购买数量。

根據集邦科技（TrendForce）旗下研究部門DRAMeXchange的調查，雖然時序進入12月下旬傳統PC出貨淡季，十二月下旬合約價格與上旬相較呈現持平的價格走勢，DDR3 4GB均價維持於16.5美元，DDR3 2GB均價亦守9.25美元，合約價於下半年漫長的跌幅走勢中總算於年末出現止跌的跡象，2Gb顆粒在均價維持0.88美元。從市場面來觀察，雖然還沒有明確實證指出明年首季有顯著的需求回升，但受惠於先前數家DRAM廠陸續減產所造成的產出縮減，有少數PC OEM為避免受到後續供貨不足影響，已經增加DRAM購買數量。

According to DRAMeXchange, a research division of TrendForce, as the effects of the Thailand flood disaster on the HDD industry linger and the traditional slow season for PC shipments has arrived, contract price for 1HDec. remains on a downtrend.