Module makers cut purchases after being caught out by slack demand.
Taiwan and China to take over, analyst predicts.
DRam and handset profits offset Flash and LCD slump.
But intense competition to push prices down 30 per cent this year.
Manufacturers raise output and pack more chips onto wafers.
Contract chips, DRAM and Flash drive growth.
Good news for buyers.
Speculation rife as profit margins hit four-year low.
'Low-cost' Eee PC notebook costs $350.
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