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To: jjayxxxx who wrote (41013)	5/23/2001 7:58:23 PM
From: fyodor_	Respond to of 275872

RDRAM production to quadruple by year-end? Well, that's what these guys claim, anyway... Me, I think they may need a few math lessons (although, they could be right - their numbers just don't deliver enough to prove that hypothesis): The price cut for Pentium 4 CPUs has boosted the demand for RDRAM. Memory chip manufacturers have rushed to make more and more RDRAM modules. By the end of the year the production is expected to grow four times compared with today’s volumes.     ·In the beginning of 2001 Samsung - RDRAM manufacturer #1 - produced 5 million of «equivalent 128Mbit» chips a month, but in March (with Intel’s assistance) it increased the volumes to 10 million. In June the company plans to double the output once again to make it 20 million chips a month (that will account for 30% of Samsung’s total production).     ·Since February Toshiba manufactured 2 million of RDRAM chips a month, and by September it wishes to bring it up to 8 million a month (or to 60% of its total output).     ·The third RDRAM manufacturers, Elpida Memory, is now releasing feeble 200,000 chips a month. In the second semester of 2001 it plans to reach the bar of 5 million chips a month (30% of the company’s output).     ·The Taiwanese Winbond has scheduled to launch with Toshiba’s help a trial party of RDRAM, but the starting date of mass production and the expected ultimate output are not announced yet. Alongside with expanding the production of RDRAM for desktop PCs, Samsung and Toshiba are willing to manufacture more RDRAM chips for other sectors - net equipment and household appliances. Together they make about 20% of all the RDRAM market. So... if we are to believe this... two companies who make up 20% of the production now, will increase their production four-fold. Needless to say, this doesn't (alone) amount to a quadrupling of total DRDRAM production, but rather "just" a 60% increase. All this does leave me with the question of: Who the heck is making the DRDRAM now? (that is, the remaining 80%) -fyo