Vista 'flushes cold water' on chip makers
Microsoft's new-generation operating system has more or less reduced the revenue of two leading semiconductor device manufacturers, Samsung and Hynix Semiconductor because most new computers have more memory to run Windows Vista.
Micron Technology, the largest memory chip company in the United States, and Qimonda, the 'giant' in Europe, once started to cheer, predicting the need to buy more memory chips will increase sharply because the operating system upgrade The biggest this time of Microsoft will require a lot of memory in personal computers.
However, Microsoft said that a new PC with a 1GB memory chip could completely run the upcoming Vista operating system. This month, semiconductor stocks fell 5.3% and will even fall further after Vista was launched later this month.
' The demand for more memory chips will not increase as expected when Vista was born because the new PC was fully equipped with memory, ' said Song Myeong Seob, an analyst with CJ Investment & Securities (Seoul, South Korea). ), to speak.
According to market analyst Credit Suisse, the speed of switching to Vista operating system will be slower than that of Windows XP, released in 2001. After 2 years of birth, only about 29% of computers will be Vista is installed, compared to 40% of PCs running Windows XP.
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