And to think there are still some dinosaurs out there who roll their eyes when they hear “post-PC era” …
“DRAM makers invested too much, and they bet heavily that growth of the computer industry would always continue,” said Chen Liway, an industry analyst at Polaris Securities Co. in Taipei. “That would have been OK if the iPad had never come along.”
“Elpida is using the state-of-the-art production technology, yet the finished products are sold for half the price of a rice ball,” Yukio Sakamoto, chief executive officer of the Tokyo-based company, told investors last month.
“Winbond Electronics Corp., (2344) a Taiwanese memory maker that posted losses in seven of 10 years through 2009, exited the computer DRAM business last year in favor of specialty DRAM for TVs and mobile phones. That helped the company post its largest annual profit since 2000.”
Senator Gronk 2:29 pm on November 30, 2011 171 days ago Reply
Wow. This is a candid report from the upstream players that aren’t necessarily beholden to the US stock market. Could be a rough year ahead for PC makers and they clearly aren’t talking about it.