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消息壞中帶好~~好中帶壞~~
看來股價要再破20應該很難了, 從今年情況看來, DRAM業要賠錢不是那麼容易了~~ 除非老共跳下來玩~~ @@
Memory Makers Move to Mobile for Stability
Samsung, SK Hynix and Micron Technology are all shifting production to mobile platforms as PC DRAM prices dive.
Sept. 2, 2015 11:10 a.m. ET
Needham & Co.
We are not out of the woods in the PC DRAM market yet.
The decline is slowing, but we may have to wait until the fourth quarter for true stabilization. PC DRAM pricing has fallen from $30 [per 4 gigabyte module] last year and could reach as low as $18-$19 this year, but we do not believe it will fall below that point. We believe [South Korea’s] Samsung is trying to draw a line in the sand at $20 but will...
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