The resignation of Charles Kau has been viewed as a shock for the DRAM industry. It is widely circulated that the “Red Supply Chain” posed another huge threat to Taiwan industry.

ICwise implied that Charles Kau will be responsible for the semiconductor and storage businesses of Tsinghua Unigroup.

As the only Taiwan-based brand DRAM manufacturer, Nanya Technology leveraged its experiences in advanced technology development and integrated its recourses in R&D to focus on the consumer and low power products development.

Therefore, investors and analysts gave a negative reviews on Charles’ job-hopping to Tsinghua Unigroup.

Nanya expects to achieve the new horizon on its new business model by applying advanced technology node, 30nm, and remain 42nm/50nm for particular specialty customers and further implementing 20nm to meet the most stringent demands and requirements from every consumer market segments.

On the other hand, Tsinghua Unigroup is unlikely to ever acquire Micron or even form a major joint venture with Micron to build a new fab.

Meanwhile, China will spend 1 trillion renminbi over the next 5 to 10 years to develop its semiconductor industry, but this investment is unlikely to result in a new DRAM fab from China.