Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Don Green who wrote (48572)	7/31/2000 9:45:03 PM
From: Don Green	Respond to of 93625

VIA, Acer Labs Aim to Monopolize DDR Chipset Market in 2001 July 31, 2000 (TAIPEI) -- Intel Corp. said that it was considering introducing a new chipset for its Pentium 4 processor, tentatively dubbed Brookdale, in the third quarter of 2001. The new chipset will support the non-Rambus memory set, 133 SDRAM, and will also be able to support double data rate (DDR) memory when this new technology comes on stream. The statement was widely regarded as heralding an approaching revolution in memory technology, and has aroused market speculation that Rambus is likely to lose its exclusive supply relationship with Intel. However, Intel may give up its influence and advantage in the global market to Taiwanese manufacturers, such as VIA Technologies Inc. and Acer Laboratories (ALi), because of the long lead time for these development projects. VIA pledged that it would produce DDR memory chipset to support P4 whether or not it receives a P4 license from Intel. ALi also plans to start its production of DDR chipset in October. VIA and ALi, in the absence of competition from Intel, could monopolize the global market for DDR memory next year. VIA and Intel are expected to carve up the global chipset market between themselves this year, each taking about 50 percent of the market. Silicon Integrated System Corp., hampered by its production capacity, and ALi, which is encountering difficulties meeting its production schedule, seem fated to lose any opportunity of making their mark in the this year's chipset market. However, DDR is expected to become the mainstream of memory technology next year, enabling DDR provider VIA to hold an advantageous position in the global market, and ALi to improve its market share. Intel is likely to be restricted by a contract that obliges it to design the new chipset to support SDRAM and Rambus Dynamic Random Access Memory (RDRAM), diverting its resources from the pursuit of DDR development. (Commercial Times, Taiwan)