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To: Jong Hyun Yoo who wrote (4101)	5/16/2000 8:01:00 PM
From: Kirk ©	Respond to of 5867

Sounds like great news! Didn't CEO Bagley say that DRAM makers had not started to order new equipment, YET, in high numbers at the last Conf. Call? Perhaps this is the start? Just listened to Agilent and HWP conference calls. Getting key components is going to be critical for their continued growth in their hot sectors. Agilent said their FLASH and RDRAM testers are doing gang busters also. It was funny hearing them say getting components for their "system on a chip" testers was going to limit their growth... Need components to build testers to test components! 8) HWP saw 57% unit growth in PCs... and I thought those were supposed to be dead! 8) Getting enough memory and other components is critical and they said it was a great problem to have, growing fast. Maybe we really are in the early innings of a long up cycle... Kirk out

To: Jong Hyun Yoo who wrote (4101)	5/17/2000 10:16:00 AM
From: Demosthenes	Respond to of 5867

JHY, <<Nanya's Fab 2 is slated to be in full volume production by the middle of 2000.>> Is this a typo? Full volume production in less than 6 weeks? That's one helluva ramp. D

To: Jong Hyun Yoo who wrote (4101)	5/18/2000 10:53:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Flash manufacturers scrambling to meet surging demand By Yoonhee Park EE Times (05/18/00, 09:16:44 AM EDT) SEOUL, South Korea ( ChipWire) -- The exploding market for digital information products like mobile phones and MP3 music players has created a surging demand for flash memory that Korean producers are unable to meet. Industry officials said Samsung Electronics and Hyundai Electronics are struggling to meet demand for flash memory as the popularity of mobile phones and other memory-intensive mobile devices grows here and around the world. "We are converting some DRAM production lines [over] to flash memories," a Samsung executive said. "But it's still hard to meet the demands for NAND," the flash memory used mainly in MP3 players and digital cameras. Samsung said it expects sales in the flash memory sector to grow as high as $700 million this year. Meanwhile, Hyundai is focusing on producing NOR flash memory, which is used mainly in mobile phones. "Supplying on time is difficult in spite of expanding the production capacity to 30,000 eight-inch wafers in our Ichon plant's fifth line," said a Hyundai executive. "Our sales would be sharply increased up to $200 million with flash memory alone." Industry experts predict continued growth in the flash-memory market at least into early next year. Mobile phone makers will generate increased demand for flash memory as they introduce new third-generation wireless phones in the coming months. Toshiba Corp. and SanDisk Corp. also recently announced plans to increase production of NAND flash memory more than sixfold at Toshiba's joint venture facility, Dominion Semiconductor in Manassas, Va. As the flash memory market explodes, industry analysts here forecast that DRAM supply and demand will remain stable. Samsung and Hyundai are responding to that prediction by expanding production of flash memory and SRAMs at the expense of DRAMs. DRAM prices have hovered around $6 per unit since March and are expected to rise to over $7 soon. --Exclusive to EE Times by Chom Dan Inc., Seoul