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To: Pat Hughes who wrote (86065)	4/17/2003 5:46:41 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

Taiwan DRAM makers take up arms against Hynix By Faith Hung 04/17/2003 11:36 AM EST URL: ebnews.com HSINCHU, Taiwan -- Following the U.S. government's imposition of penalties on Hynix Semiconductor for allegedly unfair trade practices, Taiwan's memory chipmakers are seeking a similar remedy by filing a trade complaint with their government against the Korean company. Nanya Technology Corp., Winbond Electronics Inc., Powerchip Semiconductor Corp., and Mosel Vitelic Inc., all of which are based in Hsinchu, are planning to ask the Taiwan government to levy penalty tariffs against Hynix. "Hynix accepts subsidies from the Korean government, violating the principle of fair competition," said Charles Kau, an executive at Nanya. This is the first time that Taiwan's DRAM players, which together represent about 15% of the global market, have filed such a collective complaint, according to industry sources. The alliance of traditional rivals in Taiwan comes after the U.S. Commerce Department announced earlier this month its preliminary ruling to impose a 57.37% countervailing duty on imported DRAMs from Hynix because of illegal Korean government subsidies made to the chipmaker. The ruling has raised concerns that Hynix would divert its DRAM shipments to Taiwan and elsewhere in the world, flooding a market that is already holding excess supply, analysts said. It remains to be seen whether the DRAM makers' unprecedented attempt to jointly lobby the government will have any effect. "This is the first case of its kind. It's too early to say what the Taiwan government would do," said George Chang, an analyst at Salomon Smith Barney, Taipei. The companies will file their complaint with Taiwan's Fair Trade Commission and Ministry of Finance as soon as the end of this month, Kau said.

To: Pat Hughes who wrote (86065)	4/17/2003 9:07:21 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

[World DRAM Price] Value of DDR-Type DIMMs Drops by Half from Start of 2003 April 16, 2003 (TOKYO) -- The 30-day moving average prices of Double Data Rate (DDR)-type DRAMs that ended March 28, 2003 stopped declining, except for spot prices of 256MB DIMMs, which still are falling in North America and Asia. The prices of such products dipped by half compared to those recorded at the beginning of 2003. It would be possible to mount twice as much as memory on a PC considering the cost decline for purchasing memory due to the recent decline of memories. However, most PC makers have not added anything other than the factory-preset memory size of 256MB since October 2001, when Windows XP debuted. The spot price for 256MB DIMMs (PC2100, Nikkei Market Access will watch the prices of 256MB version every week from this article on) for the 30-day moving average that ended on March 28, 2003 were US$25.26 in North America, US$28.59 in Europe and US$25.23 in Asia, according to the worldwide DRAM price research conducted by ICIS-LOR. ICIS-LOR has bases in London, Houston and Singapore. Compared to the previous week -- the moving average for 30 days ended March 21, 2003 -- the prices decreased 1.52% in North America, increased 0.64% in Europe and decreased 1.16% in Asia. For 128Mb DRAMs (PC133, 16M x 8 bit) for large customers, the price increased 0.42% in North America to US$2.74, increased 1.98% in Europe to US$2.93 and rose as well by 0.85% in Asia to US$2.69 from the previous week. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) Feb. 27 - March 28, 2003 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$2.74 +0.42% Europe US$2.93 +1.98% Asia US$2.69 +0.85% *Week-on-week comparison is the comparison with the 30-day rolling averages of Feb. 20-March 21, 2003. Previous report: Japanese PC Makers Continue Purchasing DRAM Chips Despite Fiscal Year End