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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jeffrey D who wrote (36025)	7/25/2000 9:01:49 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Major Overseas Corporations Increase DRAM Procurement In Taiwan July 25, 2000 (TAIPEI) -- Because of the prosperous outlook for DRAM demand, overseas powerhouses intend to increase their procurement of memory chips in Taiwan. Nanya Technology Corp., Winbond Electronics Corp. and Powerchip Semiconductor Corp. are reported to be the largest winners in this trend. IBM Corp. is slated to place its orders for 128Mb and 256Mb DRAMs with Nanya, once the two memory products receiving certification. According to Nanya, the subsidiary of Formosa Plastic Group, this is not the first deal it has won from IBM, which also had been purchasing Nanya's 64M DRAMs. To deal with robust demand, Nanya hopes to step up production by upgrading its manufacturing process to 0.14-micron version by the end of 2000. Toshiba Corp. asked its contract partner in Taiwan, Winbond Electronics, to sell more DRAM products back to it, on the expectation of a DRAM shortage in the second half of the year. Powerchip Semicon has successfully competed for Mitsubishi Electric Corp.'s contracted manufacturing orders of SRAMs in preparation for its entry into the communications industry. Mitsubishi was prompted to release its SRAM orders to Powerchip because of the booming demand for cellular phones, in turn increasing demand for their crucial SRAM component. Powerchip Semicon said it has successfully launched trial production of low-power SRAMs for the deal with Mitsubishi, and has been operating at full capacity since June. Following the approach of the boom season for the electronics industry, leading IC providers intend to increase their DRAM procurements. The strong demand for DRAMs has been reflected in their contracted price, recently revised upwards every fortnight, although their spot price has fallen back. Despite the DRAM demand from those leading manufacturers, local providers intend to reserve some DRAMs to maintain their sales on the spot market, as the contracted price of DRAMs was moving closer to their spot price. They said that it was not worth selling back DRAMs to technology providers abroad, as their prices would be discounted. Related story: 128MB DIMM Spot Prices Rise More Than 5 Pct. (Commercial Times, Taiwan)