To: Harvey Allen who wrote (30518 ) 3/6/2001 8:35:02 PM From: Harvey Allen Read Replies (1) | Respond to of 275872 Via and Micron team up to boost DDR demand By Faith Hung EBN (03/05/01, 12:21:41 PM EST) TAIPEI, Taiwan -- Via Technologies Inc. will help to lower the total cost of double-data-rate DRAM by pairing motherboards using Via's chipsets with DDR modules from Micron Technology Inc. This is the second promotion in a week in which Via, a core logic chipset designer, has teamed up with a DRAM maker to boost the demand for DDR. By doing so, Via hopes the DDR device will be able to beat Rambus DRAM (RDRAM) -- which is supported by Intel Corp. for its new Pentium 4 processors -- and become the mainstream of the memory market. "Our emphasis is on generating as much demand as we can in a fast pace," said a Via spokesman. "We're coordinating with DRAM and motherboard manufacturers in an attempt to ease their concerns that there's not enough DDR demand in the market." Via, Taipei, declined to give further details. The spokesman said Via expects to reveal between this month and April those details as well as other DRAM partners involving with other promotions. According to the Economic Daily News published in Taipei, Micron is set to sell its 128MB DDR module for about $50 each, when purchased with a DDR chipset from Via. That price is much lower than the $100 to $120 range currently in the market, it said. Micron president Steve Appleton recently said his company was free to use the $500 million investment by Intel in 1998 as the DRAM maker wished. Micron has developed and validated its own RDRAM chip, but still claims it is waiting on market demand before going into production. But Micron executives said that the offer was not a rebate, and that the discrepancy in price reflected comparisons between low-volume spot sales and the volume discounts offered to any of Micron's customers. "Via is buying just like any other customer," said Jeff Mailloux, director of DRAM marketing for Micron, Nampa, Ida. Mailloux said that when he was in Taiwan recently, "I thought I made it clear that I was being aggressive on DDR pricng...we're not doing any rebates right now; we're just pricing it aggressively." Last week, Taiwan's Nanya Technologies Inc. joined Via to bundle DDR chipset and 128 MB DDR SDRAM modules for a special price. Via also refused to offer details, but Taipei's Commercial Times reported that the price is $99 per set, about 35% less than the current market price. Motherboard companies will receive the sets at an additional 10% off, or $90 per set, if they buy a certain quantity, the report said. Nanya, which claims to be one of the largest suppliers of 128 MB DDR SDRAM in the world, has said that it is forecasting to make 7.5 million DDR a month from June, and then increase that to 16 million per month starting in the fourth quarter. The latest move by Via, which designs DDR chipsets, comes days after Santa Clara, Calif.-based Intel announced that it has put money into Samsung Electronics Co. for the second time to spur RDRAM output and ensure a steady supply of parts. Working with top DRAM companies such as Boise, Idaho-based Micron helps better position Via and the DDR group that it leads to compete with the RDRAM architecture, say analysts. "The arrangement with Micron indicates that major DRAM makers are endorsing DDR," said James Wang, an analyst at International Securities Investment Corp.in Taipei. "That's a big step for the DDR group." ebnews.com