DuPont is stepping up its attacks on the customers of its competitor Samsung SDI, alleging that by using Samsung SDI’s front-side metallization paste, they are infringing on DuPont’s own patented tellurium paste technology. DuPont is using legal channels to attempt to sever the ties between Samsung SDI and its customers, according to EnergyTrend, a subsidiary of Taiwan-based market intelligence firm TrendForce.
An increasing number of DRAM manufacturers are planning to expand their capacity in the fourth quarter of 2014 as DRAM market supply tightens, while bit supply could grow by nearly 30% next year following recent decreases in die size and adjustments of capacity. As a result, the industry’s oligolopy structure could face considerable challenges in 2015, among them oversupply that would eat into producers’ profit margins, said Avril Wu, assistant vice president of DRAMeXchange, a memory and storage research division of TrendForce.
The new agreement between leading U.S. LED manufacturer Cree and Taiwan electronics firm Lextar, which stipulates Cree will invest $US 83 million in the Taiwanese firm, comes as a surprise, according to LEDinside, a subsidiary of the Taiwan-based market research firm TrendForce.