Well, the article cited below is somewhat OT, but it may be relevant in a roundabout way. It is about Samsung retooling their semiconductor lines, spending $2 billion, which, they say, is the norm from which they deviated last year, and an analyst says,<<"These giants are positioning themselves now, no matter how bloody the process, to be market leaders whenever DRAMs turn around," said analyst Bill McClean of IC Insights Inc. in Scottsdale, Ariz.>>
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Three major players left in DRAMs, controlling 75% of the market between them, MU Samsung and LG-Hyundai. Is this in the DD future? |
