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Technology Stocks : Semiconductor Industry Sales Trends
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To: stockaholic who wrote (12)5/20/1998 7:49:00 AM
From: stockaholic  Read Replies (1) of 105
 
DRAM Trends-THE MARKET PRICES ARE AT OR NEAR THE BOTTOM
ASP (Average Selling Price) has been dropping during the last two years. Note that this decrease is regardless of the continuous increase in complexity during the same time period.

DRAM ASPs
With some of the major suppliers cutting back on production and/or shifting to the next generation of devices, it appears that the prices have stabilized and probably will slowly increase during the last half of 1998.
2. NEW TECHNOLOGIES
The actual technology is not new but Ramtron has announced a major improvement in the endurance of its ferroelectric capacitor structure for DRAM devices. The endurance has be improved by five orders of magnitude to over 1015 read/write cycles.
This approach combines the high speed and low cost of a DRAM with the nonvolatility of a ROM and the flexibility of an EEPROM to electrically alter the memory content. This DRAM approach now can replace some SRAM and flash memory applications.
This is just one of the many technical, market and economic areas covered by ICE with their publications, consulting and special studies.
Contact Bill Groves at 602-515-9780 for more details on this and other key developments in the semiconductor world.
Source - May 4, 1998 -- DRAM Trends-ICE
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