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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-1.4%3:59 PM EST

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To: wily who wrote (28764)9/6/1999 7:48:00 AM
From: unclewest  Read Replies (2) of 93625
 
This may be true but you have to be careful to distinguish between "mass production" and "high volume mass production". Samsung right now is only producing something like 100,000 128Mbit units per month which is not a terribly meaningful number

wily,
does this meet your criteria?
remember samsung is only one of eight rdram producers that will be in mass production. 4 or 5 have reportedly begun. the 4th quarter begins in 3 weeks.
unclewest

08/31 21:48 EST

Samsung Set to Begin Volume Production of Rambus DRAMs

Aug 31, 1999, (Comline via COMTEX) -- Samsung Electronics Co. will
commence mass production of Rambus dynamic random access memory (DRAM)
chips for personal multimedia systems in the fourth quarter of this
year.

According to a company spokesperson on August 26, Samsung Electronics
is planning to churn out 128-megabit and 144-megabit Rambus DRAMs in
volume, with monthly production projected at 1.5 million chips each.
Monthly output will be raised to 3 million chips each in early next
year.

Demand for Rambus DRAM chips, which can handle data twice as fast as
existing products with similar capacity, is expected to grow rapidly.
The global Rambus DRAM market is forecast to reach $2.6 billion for
this year, and soar to $13.5 billion in 2000.

Samsung, the world's largest memory chip maker, last year secured
quality endorsements for its Rambus DRAM chips from Rambus Inc., the US
firm holding industrial property rights for the new semiconductor
memory technology. ( The Korea Economic Weekly 1999/08/27 )

Copyright 1999, Comline News Service


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