>>The investment pullback, if it
becomes widespread, could buoy DRAM prices-and perhaps set off another round of
DRAM shortages for computer makers-two or three years down the road.<<
and in the mean time? ;-)
>>"Ten years ago,
we didn't have so many companies in each market," said Sasaki, who predicted that
synchronous-DRAM bit-price crossover will occur in next year's second half.<<
how much moolah does mu need to spend to move into full bore 64 mb production? are we talking near a billion?
>>Toyota Motor Corp., for example, will enter the DRAM business in a joint venture
with Hitachi Ltd. Toyota will build a DRAM fab at a yet-to-be-determined site in
Japan for 64-Mbit and 256-Mbit DRAM production, starting in 1999, using
licensed Hitachi technology.<<
toyota wants a piece of this too, huh? ;-)
>>But "by the first quarter, many leading 64-Mbit-DRAM makers will be quoting
aggressive prices for 66-MHz SDRAMs-in the $23 to $25 range-to gain market
share," Minamikawa predicted.<<
any believers that sdram will save the day? ;-) |
