- Apr 22, 2012
- 20,378
- 145
- 106
Its interesting to see. Intel down 1%, AMD down 4.2%, nVidia down 5.6%.
And as usual, huge canibalism inside the ARM makers. With MediaTek being the winner.
However the big surprise is the DRAM/NAND manufactors. Micron up 109.2%, Hynix up 48.7%, Toshiba up 11.9% and Samsung up 7%.
Its also worth noticing that TSMC is up 10.9% YoY. However TSMC latest QoQ is down 9.3% and Q1 is expected to be down another 6% and the smartphone/tablet segment seems to be entering their own sales crisis.
And as usual, huge canibalism inside the ARM makers. With MediaTek being the winner.
However the big surprise is the DRAM/NAND manufactors. Micron up 109.2%, Hynix up 48.7%, Toshiba up 11.9% and Samsung up 7%.
Its also worth noticing that TSMC is up 10.9% YoY. However TSMC latest QoQ is down 9.3% and Q1 is expected to be down another 6% and the smartphone/tablet segment seems to be entering their own sales crisis.
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