Inotera Chairman and Nanya CEO Gao Qi-quan stated that LPDDR4 will be the main specification for DRAM, and that Nanya will definitely enter this market because otherwise it will lack competitiveness. Nanya is investing in 20nm, and in order to develop the future capabilities of Taiwan’s DRAM industry, it will develop diverse 20nm technology products and create new profits.

In addition, with regards to the entire DRAM market, Gao Qi-quan pointed out that after cellphones and tablets became commonplace, the risks in the DRAM market have dispersed. This has made the era when PCs drove DRAM value into a time of the past, and from now on, its value will not crash due to the PC low-season or poor market conditions.

As a result, the PC’s capacity to influence the overall DRAM market has declined. It will probably only take two months for the supply to exceed the demand, and suppliers will be able to switch their related production capacities to manufacture other products.

In his opinion, the development of the DRAM industry is currently healthy.

(TR/Phil Sweeney)