Semiconductor Industry Sales Trends Message Board

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Technology Stocks : Semiconductor Industry Sales Trends

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To: Ed Hawkins who wrote (61)	8/19/1998 2:47:00 PM
From: Michael Sphar	Read Replies (2) of 105

Appreciate your compliment. Here's another, Toshiba projects reduction in DRAM growth rate ramp. I hardly consider its title appropriate. The absolute output will more than double in less than 9 months. I'm still looking for absolute supply side shrinkage. I read this as bad news for DRAMs and bad news for Flash: A service of Semiconductor Business News, CMP Media Inc. Story posted at 12:45 p.m. EDT/9:45 a.m. PDT, 8/19/98 Toshiba reported to cut DRAM production by 30% Electronic Buyers' News TOKYO -- Toshiba Corp. here plans to restrain DRAM production by 2001 to comprise less than 50% of its total memory chip output--down from the current 80% portion, the Japanese business newspaper Nihon Keizai Shimbun reported today. As part of the scaleback, Toshiba this year will slow its ramp of 64-megabit DRAM from the current 3 million units a month to 7 million units monthly by March 1999, down from an originally projected 8 million monthly. The Japanese chip maker will correspondingly increase its flash memory output to a rate of 3 million 64-Mbit chips a month by 2000. Toshiba is jumping into the NOR-flash market for wireless phone handsets and PC bootup chips as well as its long-standing NAND flash type for solid state storage to replace PC magnetic hard disks. It slso is reportedly planning a three-fold increase in SRAM production from the current 200,000 chips a month to a million chips monthly by 2001. Toshiba is the latest Japanese chip to accelerate previously-announced goals to diversify away from heavy dependence on the currently highly-unprofitable DRAMs. Earlier Japanese firms claimed they would ramp up system-on-a-chip and highly integrated logic products to get out of the DRAM quagmire. Toshiba's latest move has added flash and SRAM memories as perhaps more readily-boosted chips to diversify away from DRAMs.

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