PC

TrendForce: Elpida’s Loan Due in April, Financial Difficulties Cause Merger Speculation

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.

TrendForce:尔必达短债四月到期,财务状况引爆产业整并臆测

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。

DRAMeXchange: 2012年NAND Flash需求更多元,产业稳健成长

根据集邦科技(TrendForce)旗下研究部门DRAMeXchange的调查,受惠于智能型手机、平板计算机强劲出货力道,同时超薄笔电(Ultrabook)的兴起与云端运算所带动服务器的成长,也加速固态硬盘(Solid-State-Drive)渗透率的提升,而明年英特尔可望在新运算处理器平台Ivy Bridge中直接将USB 3.0规格内建其中,也将带起另一波USB 3.0随身碟的更换需求,整体NAND Flash产业将持续保持高度成长。

DRAMeXchange: NAND Flash Demand to Diversify, Industry Growth Stable in 2012

According to DRAMeXchange, a research division of Trendforce, benefitting from strong smartphone and tablet PC shipments, the rise of ultrabook and server growth due to greater adoption of cloud computing, SSD penetration rate has increased rapidly.

DRAMeXchange:2012年NAND Flash需求更多元,產業穩健成長

根據集邦科技(TrendForce)旗下研究部門DRAMeXchange的調查,受惠於智慧型手機、平板電腦強勁出貨力道,同時超薄筆電(ultrabook)的興起與雲端運算所帶動伺服器的成長,也加速固態硬碟(Solid-State-Drive)滲透率的提升,而明年英特爾可望在新運算處理器平台Ivy Bridge中直接將USB 3.0規格內建其中,也將帶起另一波USB 3.0隨身碟的更換需求,整體NAND Flash產業將持續保持高度成長。因此,集邦科技認為2012年整體NAND Flash市場產值將較2011年成長20%,由220億拉升至260億美金。

DRAMeXchange: HP欲分割個人電腦事業部,衝擊台系NB代工大廠供應鍊

 HP日前宣佈將中止WebOS平板電腦以及智慧型手機業務,並有意分割或販售其個人電腦部門(Personal System Group),並將重心轉移至獲利較高的領域如Service、IPG(Imaging and Printing Group)及ESSN(Enterprise Server, Storage and Networking)等業務,為全球PC市場投入了一顆震撼彈。

DRAMeXchange:1HJune DRAM Contract Price Fell 2.74% Driven by Lower PC Shipment and Content per Box

1HJune DRAM Contract Price Fell 2.74% Driven by Lower PC Shipment and Content per Box

DRAMeXchange:六月上旬DRAM合約價下跌2.74%,PC出貨下修及記憶體搭載容量是主因

六月上旬DRAM合約價下跌2.74%,PC出貨下修及記憶體搭載容量是主因

DRAMeXchange: 2011 surging tablet and limited notebook and netbook growth

DRAMeXchange: 2011 surging tablet and limited notebook and netbook growth 

DRAMeXchange: 2011年PC市場展望-平板電腦崛起,NB、小筆電成長動能趨緩

DRAMeXchange: 2011年PC市場展望-平板電腦崛起,NB、小筆電成長動能趨緩

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