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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (4656)	12/26/2002 9:16:10 PM
From: Proud_Infidel	Respond to of 25522

DRAMs likely to be in oversupply in 2003, says report Semiconductor Business News (12/26/02 04:29 p.m. EST) TOKYO --- DRAMs will be in significant oversupply by the end of 2003, according to a Nikkei Market Access survey reported by Nikkei Electronics Asia. The report says that as several major DRAM makers start manufacturing on 300-mm wafers the total DRAM output in terms of bits of memory will grow 66% year-on-year to 816.9-petabits. It continues on to say that even with strong demand in the PC market there is likely to be an oversupply of 7%, giving rise to a “market crash”. At least seven 300-mm wafer fabrication facilities are expected to come to full operation in 2003: one at Infineon Technologies, two operated by Samsung, one at Micron, one by Elpida Memory, one by PowerChip Semiconductor, and one by ProMOS Technologies.