Novellus Message Board - Msg: 24642047

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 : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: etchmeister	6/2/2008 11:29:39 PM
	Read Replies (1) of 3813

This one is a Covello special ... supposedly he 's covering memory makers ... for sure not the sharpest tool in the barn imho, he had no problem to predict the worst downturn though. Besides he's got a lot of data... I don't believe he's capable to connect the dots - like what are the implications of moving to copper * Evaluation of a DRAM fab power outage * Platinum PLUS NAND Flash MI datasheet May 2008 * May 2008 DRAM Monthly Datasheet * May 2008 NAND Flash Monthly Datasheet * May 2008 DRAM Monthly Datasheet Rexchip likely to be first Taiwan DRAM maker to swing to profits in 2Q Printer friendly Related stories Comments Email to a friend Latest news Josephine Lien, Taipei; Esther Lam, DIGITIMES [Monday 2 June 2008] Rexchip Electronics is likely to be the first Taiwan DRAM maker to swing to profits in the second quarter as the company has already turned a profit from April, according to Powerchip Semiconductor Corporation (PSC). Rexchip currently is seeing monthly sales of over NT$2 billion (US$66 million) with stronger growth expected as the company is having all of of its DRAM produced in 1Gb density on a 70nm process node. It will start introducing production on 65nm in the second half of 2008 and PSC will start introducing production on 50nm in 2009, PSC updated. PSC indicated that yields from the mainstream 70nm node has surpassed 85%, implying that production costs are shrinking. Once the price of 1Gb DDR2 appreciates to US$2.50 again, PSC will see production on 70nm become profitable. The spot price of 1Gb DDR2-667 opened at US$2.13 on June 1, according to figures posted by DRAMeXchange. Numonyx Flash Memory

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next