Korean currency was depreciated further (16% so far ). Since Korea
exported lot of DRAM, which is a major part for PC, with depreciation
of the Korean currency, the DRAM price will be further down, which means the PC cost will be further down. Intel is currently negotiate
a foundry deal with Samsung, with korean currency depreciated, which means component cost from Intel will be further down, and at the same time Intel will have more wafer fab capacity available to manufacture
those more value added CPUs !!!!!!!! Taiwan do a lot of Foundry business, with the Korean currency further depreciated, Taiwan's foundry business feels a lot of pressure from the Korean competitors and is thinking of dropping the price of DRAM, as well as the wafer price, which means the worldwide component price will drop further
due to the currency effect !!! This is a very positive news to the box makers , because their cost will be further down!!!!!!!! |
