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10.00am |
Opening Remarks |
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Shane Rau
Research Director, Computing Semiconductors |
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10.05am |
Memory Market Update |
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Soo-Kyoum Kim
Research Director, Memory |
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Mr. Kim's presentation will analyze the state of the markets for the key memory types in electronic devices: DRAM and NAND flash memory. Both markets are extremely volatile in the 2H08 and there is great concern for the demand and supply outlook and the resulting outlook for pricing and the effects on DRAM and NAND suppliers. Mr. Kim will look at the trends for memory production, consumption, and the vendor competitive landscape. |
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10.30am |
PC Semiconductor Market Update |
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Shane Rau
Research Director, Computing Semiconductors |
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Mr. Rau's presentation will continue his ongoing analysis of the fundamental changes that are occurring in the computing semiconductor market. Segmentation, silicon integration roadmaps, channel proliferation, and supply chain complexity are pressuring major PC semiconductor providers more than every and there is a shift in the balance of power underway. Mr. Rau's analysis will encompass major product categories, including microprocessors, core logic chipsets, and PC graphics, and their vendors to indicate who is positioned to lead amid these changes. |
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10.50am |
Q&A |
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11.00am |
End of web conference |