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Technology Stocks : Micron Only Forum
MU 237.16+4.6%Dec 5 9:30 AM EST

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To: ild who wrote (52494)5/1/2001 1:34:02 AM
From: ild  Read Replies (1) of 53903
 
Samsung Rambus Spells Death to MU

Chief Executive Officer Geoff Tate said Tuesday's announcement that Intel had invested an undisclosed amount in Samsung Electronics' manufacturing facilities to increase production of Rambus' DRAM (dynamic random access memory) chips bodes well for Rambus in the quarters and years to follow.

Samsung, which is the world's largest manufacturer of Rambus DRAM chips, said it will increase its 128-megabit chip production to more than 10 million units a month starting this month, up from the 7 million units it's currently cranking out. The South Korean company expects to make more than 600 million units in 2002.

"Total production could equal 300 million units for the year," Tate said of Rambus' DRAM chips. "These numbers are large and keep growing."

Rambus licenses its technology to DRAM makers such as Samsung, Toshiba and NEC. Rambus DRAM chips are 10 times faster than 64-megabit DRAM chips in memory-chip performance. Sony uses the technology in its PlayStation 2 game consoles.

"In an otherwise difficult environment for DRAM (prices), RDRAM (Rambus DRAM) sales are on the rise," Tate said.
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