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To: rudedog who wrote (144260)10/8/1999 11:27:00 PM
From: Ian@SI  Respond to of 176387
 
OT re RMBS

+++++++++++++++
semibiznews.com
Samsung stops Rambus chip production, reverts to SDRAM
By Jack Robertson
Semiconductor Business News
(10/08/99, 04:22:31 PM EDT)

WASHINGTON -- As Samsung Electronics Co., the largest Direct Rambus DRAM supplier, stops production of the chip, sources said it will be well into 2000 before the Korean firm could ramp output again.

Samsung officials previously confirmed that the chip maker is shifting production lines making Direct RDRAM back to SDRAMs. The move follows Intel Corp.'s last-minute decision to delay the Direct Rambus launch indefinitely until data errors on the memory channel to the chip can be remedied (see Sept. 27 story).

Samsung is waiting until it gets a new definite target date from Intel for once again trying to launch Direct RDRAM. Samsung will then decide on production plans for the next generation memory chip.

Since it takes about three months from wafer start to assembled and tested chip, analysts said the earliest time for ramping supply of Direct Rambus in the market will be into the first quarter of 2000. Any further delay now by Intel in solving the Direct RDRAM technical problem would correspondingly push out the chip's supply even more.

As Samsung reverts Direct Rambus lines back to making 128- and 256-megabit SDRAMs, the supply of these memory chips will increase. That could help offset a sudden SDRAM shortage that has forced most chip makers to temporarily put customers on allocation.

A rival South Korean chip maker, Hyundai Electronics Industries Co. has also stopped a more limited Direct Rambus production. The chips were being made in a former LG Semicon fab now being operated by Hyundai after the acquisition of the LG chip operations in July.

The LG fabs are still being operated as a separate business unit, called Hyundai Microelectronics Division, until they are integrated totally with the firm's other semiconductor division later this year.



To: rudedog who wrote (144260)10/9/1999 11:27:00 AM
From: Jean M. Gauthier  Respond to of 176387
 
I agree wholeheadtedly from you post, great information and superb insight...

I also think Alpha NEVER had a future against Intel, you need millions of chips (unless fabless like SUN) and economies of scale.

Alpha sales were only to DEC shops, never new customers, and even then, while they were the underdog, charged a high price for it. Idiots..

I cannot believe Compaq is still trading at $ 21...

Wow

Take care
jean