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According to DRAMeXchange, a research division of TrendForce, a month after Elpida filed for bankruptcy protection, merger and acquisition rumors began circulating in the DRAM industry. Elpida is attempting to make it through on their own, hoping to rely on financial restructuring to survive.
According to Witsview, TrendForce’s panel research division, the TV SI ratio in 2011 and 2012 both hovered around 33~34%, the 2012 SI ratio would be a mere 30% if Philips’ outsourcing to TPV is excluded.
According to LEDinside, a research division of TrendForce, the February revenues of Taiwanese listed LED manufacturers totaled NT$ 6.92 billion (MoM+14.1%, YoY-4.5%).
According to WitsView, Trendforce’s panel research division, the global large-sized panel shipments in Feb-12 reached 59.58 million units with an increased MoM of 14.4%.
According to DRAMeXchange, a research division of TrendForce, mainstream contract price was mostly flat in 1HMar., with some average contract prices showing a slight decrease. Impacted by the quarter-end effect for U.S. manufacturers, 2HFeb. average contract price fell by approximately 5-10% compared to 1HFeb.