【出版时间及名称】：2010年1月台湾内存行业研究报告
        【作者】德意志银行
        【文件格式】：pdf
        【页数】：31
        【目录或简介】：
Table of Contents
Rebasing 2010 expectations ............................................................. 3
The balance of power appears to have swung. ........................................................................3
Spot prices stage unseasonable resurgence ............................................................................4
Spot market supply pinched by contract commitments ...........................................................4
China demand could squeeze spot market further ...................................................................5
PC demand estimates continue to ratchet up...........................................................................5
Memory content per system trend looks sustainable...............................................................6
Supply constraints are real........................................................................................................7
Shortage likely to persist into 1Q10..........................................................................................8
Quirkiness of the DRAM market .............................................................................................10
Scenario analysis.....................................................................................................................12
Estimate changes....................................................................................................................14
Valuation ................................................................................................................................14
Risks ......................................................................................................................................14
Inotera Memories ............................................................................ 16
Nanya Technology Corp.................................................................. 22