To: JD_Canuck who wrote (77681 ) 8/18/2001 1:25:03 AM From: Bilow Read Replies (1) | Respond to Hi JD_Canuck; Re: "Perhaps the increase in DDR % will be due to them stealing market share from others presently shutting down their manufacture of the cheaper grades of DDR. "Toshiba Toshiba said last week it would cut its DRAM chipmaking capacity by one-quarter by the end of September, to the equivalent of 20 million 64-megabyte (MB) chips per month. The cuts include halving monthly output of high-speed Rambus DRAM chips to eight million a month, on a 64-MB basis, due to unexpectedly sluggish market penetration of the chips, which are used with Intel Corp's Pentium 4 processor."The demand for Rambus parts is still relatively limited. The P4 is still very expensive and has yet to penetrate the market. Demand is below our expectations," said the spokesman. #reply-16209905Micron Steve Appleton, chairman and chief executive officer of Micron Technology Inc. (Boise, Idaho), expressed satisfaction with Micron's decision not to enter the commercial RDRAM market . "Micron has always been driven by what is most cost-effective for the customer," he said. "The cost-effectiveness of the Rambus solution was never there." #reply-16209905Elpida (I.e. NEC / Hitachi) Elpida Memory Inc. expects DDR SDRAM to run about even with Direct RDRAM unit shipments by the end of the year-each representing about 15% of the company's total DRAM sales. Mike Despotes, president of Elpida Memory (USA) Inc., San Jose, said that based on preliminary orders from customers, the DDR ramp will pick up markedly in the second half. In the first quarter of next year, he expects DDR to exceed sales of Direct RDRAM, adding that in the second half of 2002, DDR could even exceed sales of PC133 SDRAM. Since Elpida makes both DDR and RDRAM, it is considered by some to be a more neutral forecaster than memory makers that have sided with one architecture or the other, said Sherry Garber, an analyst at Semico Research Corp., Phoenix. #reply-16146763 Also, NEC, the RDRAM half of Elpida, is getting out of DRAM completely. See #reply-16152049 for the details.Hynix The U.S.-based subsidiary of Hynix Semiconductor Inc. claimed the Korean company shipped 1.7 million double data rate (DDR) synchronous DRAMs with 128-megabit chip densities in July. According to Hynix, the shipments accounted for 45% of the global DDR memory market in July. DDR synchronous DRAMs now typically have a price tag that's 20% higher than existing SDRAMs with the same densities, according to Hynix, which was previously called Hyundai Electronics Industries. The Ichon, Korea-based company predicted that its DDR shipments will exceed 3 million units in August. Hynix is an advocate of DDR as the next-generation wideband memory format for computers vs. the competing Rambus Inc. architecture. The Korean memory merchant claims that Rambus DRAMs have only found acceptance in high-end computer applications, based on Intel Corp.'s P4 processor and associated chip sets. #reply-16194844 Also see: Hynix claims that "this strategic shift in Intel's position will propel DDR SDRAM into mainstream system memory applications. #reply-16199801Infineon
