Powerchip chairman expects long-term DRAM shortage - Patent issues with Micron Tech
Technology is the key to the development of China's DRAM industry, and Micron Technology has started to pay attention to potential infringement of its existing patents, Huang identified. Patent issues could slow down the development of China's emerging DRAM companies including Yangtze River Storage Technology, Fujian Jin Hua Integrated Circuit and Hefei Chang Xin, Huang said.
Competition in the world's DRAM industry could become less competitive than that in the IC foundry industry, Huang indicated. It is more difficult for China to develop its local DRAM sector than to expand its presence in the foundry segment, Huang said.