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Politics : Formerly About Advanced Micro Devices
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To: Mani1 who wrote (84210)12/27/1999 6:36:00 PM
From: Goutam  Read Replies (1) of 1574749
 
Mani,

Fujitsu, AMD to Expand Flash Chip Production by 1/3
Monday December 27, 5:25 pm Eastern Time

biz.yahoo.com;

Some important points from this audio clip - 


o AMD/Fujitsu will increase Flash Memory production by 1/3 starting
  from 2Q'00.

o Currently they are producing 24Million 8Mbyte Flash devices/month
  for the Cellular Phone market. The production will be increased to
  32Million such chips per month.

o AMD/Fujitsu world wide Flash market share is 35%. World wide Flash
  market size was USD 2.1B in 1998.


Based on my estimate of 310M of flash revenues in Q1'00, the total Flash revenues in Y2K can easily approach 310M + 3*310*1.35 ~ 1.6B, ignoring any ASP degradation and any other incremental capacity increases in the rest of the Y2K.

Goutama
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