Lam Research (LRCX, NASDAQ): To the Insiders Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders

LRCX 150.43

+0.1%

1:08 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Duker who wrote (3690)	11/26/1999 7:25:00 PM
From: Proud_Infidel	Read Replies (1) of 5867

DRAMs to See Double-Digit Growth Through 2002: IDC Japan November 26, 1999 (TOKYO) -- IDC Japan Ltd. said that while the compounded annual growth rate (CAGR) of microprocessors in value will be 1.8 percent on average, DRAMs will show a high growth rate of 21.9 percent for use in PCs through 2002. Akira Minamikawa, component semiconductor director of IDC Japan, unveiled the forecast in his speech entitled "Challenges to Digital Consumer Electronics and Japan-based Semiconductor Makers," at a press briefing in Tokyo on Nov. 17. The briefing was held by Semiconductor Equipment and Materials International (SEMI) Japan. SEMI is a worldwide organization of semiconductor equipment manufacturing companies. Microchip demand for PCs will rise 7.1 percent (CAGR) in value through 2002, and the US$35 billion market in 1999 will reach US$50 billion in 2002. In terms of components, DRAMs will achieve by far the highest growth of 21.9 percent on a CGAR basis. Other components will see modest growth -- 1.8 percent CGAR for microprocessors and 3.9 percent CAGR for core logic chips, according to Minamikawa. DRAMs will support the overall semiconductor demand for PCs in the coming years. Although PC shipments in units will continue to expand at a brisk pace, microprocessors (in value terms) will increase slowly because of the stronger effect of price reductions. Meanwhile, PC users are buying computers with enhanced memory capacities. DRAMs only account for about 6 percent of the total price of a PC, Minamikawa said, indicating that there's more room for DRAMs to grow in sales terms. A typical PC has about 90MB of memory at present, and that will expand to 1GB in about 2006. Some DRAM makers may exit the market and the number of DRAM makers will be reduced to about five, Minamikawa also said. (BizIT) nikkeibp.asiabiztech.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next