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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.71+0.6%3:59 PM EST
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To: Bilow who wrote (73546)5/23/2001 8:17:21 PM
From: richard surckla  Read Replies (1) of 93625
 
A Massive Attack Of RDRAM

From YAHOO by: kerry_lass
05/23/01 07:17 pm EDT
Msg: 286852 of 286891

A Massive Attack of RDRAM [3:43 pm] Gavric
The price cut for Pentium 4 CPUs has boosted the demand for RDRAM. Memory
chip manufacturers have rushed to make more and more RDRAM modules. By the
end of the year the production is expected to grow four times compared with today’s
volumes.

In the beginning of 2001 Samsung - RDRAM manufacturer #1 - produced 5 million of
«equivalent 128Mbit» chips a month, but in March (with Intel’s assistance) it increased
the volumes to 10 million. In June the company plans to double the output once again
to make it 20 million chips a month (that will account for 30% of Samsung’s total
production).
Since February Toshiba manufactured 2 million of RDRAM chips a month, and by
September it wishes to bring it up to 8 million a month (or to 60% of its total output).
The third RDRAM manufacturers, Elpida Memory, is now releasing feeble 200,000
chips a month. In the second semester of 2001 it plans to reach the bar of 5 million
chips a month (30% of the company’s output).
The Taiwanese Winbond has scheduled to launch with Toshiba’s help a trial party of
RDRAM, but the starting date of mass production and the expected ultimate output are
not announced yet.
Alongside with expanding the production of RDRAM for desktop PCs, Samsung and
Toshiba are willing to manufacture more RDRAM chips for other sectors - net
equipment and household appliances. Together they make about 20% of all the
RDRAM market"

xbitlabs.com
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