With the DRAM industry looking to become more consolidated and companies moving toward differentiation, the market outlook for the next two to three years is positive, according to Inotera Memories president Charles Kao.

The global DRAM market will likely be dominated by fewer suppliers – seemingly divided into three camps – which will be able to differentiate their products from competitors' and help the industry move towards sustainable development, Kao said.

Taking Nanya Technology as an example, the firm will perform particularly well in the field of niche memory products, Kao indicated. With each player focusing on their respective specialized market segments, the global DRAM industry is expected to achieve sustainable and healthy development, Kao said.

For Inotera, the firm is shifting its focus to non-PC use products, Kao noted. The ratio of company revenues for non-PC DRAM will climb to 50% at the end of 2012 from the 20% reached in the first quarter, Kao said.

Moreover, Inotera is gearing up for a production ramp-up using 30nm process technology, according to Kao. The firm is looking to use the newer node to make 40,000 12-inch wafers a monthly by the middle of 2012, accounting for about one-third of its total capacity estimated at 130,000 units, Kao said.

Inotera's operation in the third quarter is expected to outperform that in the second, thanks to higher product ASPs, Kao expects.

In addition, Kao revealed that Inotera will secure a syndicated loan worth around NT$10 billion (US$335 million) by the end of June. The company will manage to repay debts worth NT$25.4 billion due at the end of May, and another NT$5 billion worth of debts in the second half of the year, Kao said.

Micron Technology is currently Inotera's largest shareholder holding a 39.6% stake in the Taiwan company.