Bailout, Taiwanese-Style

It's no secret that the DRAM and NAND flash industries have been in the tank all year courtesy of overcapacity and weakening demand. For the particular parts referenced in the graph below, that's a 71% decline in flash pricing and a 57% decline on the DRAM side.

While the pain associated with these prices has been universal, nowhere has it been more acute than in a handful of Taiwanese DRAM manufacturers and Qimonda (QIM Quote), the Infineon (IFX Quote) memory spinout.

Contract Memory Prices DRAMeXchange

It's obvious from the data through September 30 in the table below that the Taiwanese group is in trouble.

Taiwan Memory Manufacturers Company Reports

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