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Apple has a long
term NAND flash deal with Intel, Micron, Samsung and Toshiba. The contract
manufacturing relationship between HP
and Asus is going to expand. The Xbox 360 will boost ATi
and SiS performance in the fourth quarter.
Today’s release (November 22, US time) of the Microsoft Xbox 360 will
be driving performance of graphics chip provider ATI Technologies and Silicon
Integrated Systems (SiS) in the fourth quarter of this year, according to market
sources.
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