Digi Times — Rumors have been circulating in Taiwan’s semiconductor industry that Charles Kau, who works both as Inotera Memories chairman and Nanya Technology president, will be hired by China’s Tsinghua Unigroup to support the establishment of the region’s DRAM industry sector. Kau will be appointed as executive VP of Tsinghua Unigroup’s global operations, and will be responsible for the development of China’s home-grown DRAM technology and production capacity, according to the rumors. Kau will also help build a competitive talent pool for China’s DRAM sector.
Taiwan-based InnoDisk, which develops and manufactures industrial-class storage products, has disclosed the company is partnering with NAND flash chip vendor Toshiba and Super Micro Computer (Supermicro), a specialist in application-optimized servers, workstations, blades, storage and GPU systems, to provide SSD solutions for data centers and cloud computing. A joint venture between the companies, named AccelStor, has been formed to provide SSD solutions targeted at customers in the financial sector and telecom carriers, according to InnoDisk.
Taiwan’s major IC foundries will see their combined revenues decrease 4.5% sequentially in the second quarter of 2015, according to Digitimes Research. Weaker-than-expected smartphone shipments as well as downward pressure on the world economy have prompted many of IC suppliers to continue adjusting their inventory levels.
Responding to China’s ambitions to step into the memory industry, Inotera Memories and Nanya Technology both believe that it is unlikely China can develop home-grown DRAM technology within at least five years. China might be able to gain access to proprietary technologies through technology licensing, but building a certain scale of production capacity would still require a period of time, the Taiwan-based DRAM makers commented.
DRAM chipmakers Inotera Memories and Nanya Technology have both reported sequential decreases in consolidated revenues for January 2015, due to falling DRAM prices. Consolidated sales at Inotera slid 2.5% on month to NT$6.74 billion (US$213 million). The figure also represents a decline of 6.6% compared to the same period in 2014Inotera indicated that the result for January 2015 might be revised as its major customer was unable to provide final pricing figures before the January sales results were published.
DRAM chipmaker Inotera Memories has reported net profits of NT$52.91 billion (US$1.7 billion), or NT$8.32 a share, on consolidated revenues of NT$82.57 billion for 2014. Both figures marked record highs. Strong earnings in 2014 narrowed significantly Inotera’s accumulated losses to NT$390 million as of the end of 2014, and boosted its cash position to about NT$37 billion, the company disclosed.