Blake, re:I suspect the agreements are "Version Lite", given Hyundai's stated hopes of shipping an aggregate amount of only US$380MM DDR this year...
Assuming they're supplying 128MB DIMM's, I'd guess it's about 5 Million modules.
Not a big chunk of segment compared to what Samsung, Micron and Infineon will probably ship this year. And I doubt if Hyundai has a "sole source" Agreement.
BTW, I've been thinking about Intel's public position on P4/Brookdale/Sdram. It could be a marketing/semantics game.
DDR is a Synchronous Dynamic Random Access Memory.
(Just as when people refer to the "DRAM market" they really mean all flavors of DRAM; DRAM, SDRAM, DRDRAM, DDRSDRAM, etc).
I note that while Rambus speculated Intel would show lousy performance figures for P4/SDRAM at spring IDF, it didn't happen. IMO, not because they weren't lousy, but because Intel isn't going to support it on P4. (I guess Mooring was right about the performance). <g>
Seem's to me that DDR has gone from "unstable for PC's", to Major PC makers supporting it in products. I think Intel is forced to support it. I also don't see anyplace that P4/Sdram could be fit into desk top product segmentation.
JMO's |
