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Though Samsung (SSNLF.PK) is the world's biggest memory maker and a top LCD maker, the growing...

Though Samsung (SSNLF.PK) is the world's biggest memory maker and a top LCD maker, the growing needs of its phone/tablet ops are forcing it to turn to 3rd-party suppliers. Digitimes reports Samsung has stepped up its purchases of mobile DRAM chips from Elpida and NAND flash products from Toshiba, and that the electronics giant is also buying 5.8" LCD panels from Taiwanese suppliers for its phablets. The implications for memory/LCD demand and pricing are a positive for rivals MU, SNDK, AUO, and LPL, and perhaps also glassmaker GLW and NAND controller supplier SIMO.
Comments (8)
  • its out running itself? pretty incredible...
    12 Apr 2013, 01:01 PM Reply Like
  • This bodes really well for Micron. They have the most untapped capacity right now. They can shuffle things around and ramp capacity by about 100k wafers/month, in only a few months time. They're also well into transitioning a lot of their NAND flash capacity to 20nm, giving them higher densities and higher revenue per wafer/bit very soon.

     

    Outlook: good!
    12 Apr 2013, 01:05 PM Reply Like
  • great news, go GLW....jpmj4847
    12 Apr 2013, 01:27 PM Reply Like
  • Wow, hope this is true, long Micron and Corning
    12 Apr 2013, 01:44 PM Reply Like
  • Keep in Mind IMOS is also in this sector being that Micron and IMOS are the 2 largest companies in that market.
    12 Apr 2013, 03:38 PM Reply Like
  • As many know Corning HQ in Corning is just north of the NY-PA state line.That county immediately to the south is where fracking is in high gear and many,including present and past Corning folk are in high clover,receiving like $50,000 monthly checks from the exploration companies which have shown great interest in their modest residential property.
    I was recently on a European cruise with a number of them.They were in high spirits and oh yes,proud to be associated with Corning
    Well that hardly applies to the prospects for Corning investors but it is always reassuring that morale is high there.
    12 Apr 2013, 03:39 PM Reply Like
  • If you want to own Samsung the only way you can buy it would be to buy the ETF for South Korea they have a large position in it Symbol is EWY
    12 Apr 2013, 11:09 PM Reply Like
  • thanks SCLLPNJ78, any safer plays.....N/S Korea, not so much.
    12 Apr 2013, 11:25 PM Reply Like
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