Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (5539)	9/13/2006 1:27:18 AM
From: etchmeister	Respond to of 5867

DRAM market to remain strong through 2008, says Inotera's Kau While output from 12-inch fabs will increase significantly in 2007, DRAM supply will still be tight because about 40% of the current 8-inch fabs will be phased out, he indicated. things are about to "fall in" .... Printer friendly Related stories Comments Email to a friend Latest news Hans Wu, Taipei; Rodney Chan, DigiTimes.com [Tuesday 12 September 2006] Inotera Memories president Charles Kao during the ongoing SEMICON Taiwan 2006 show that the DRAM market will remain strong through 2008, with the company going to advance the passage of a budget for a second-stage capacity expansion plan at its soon-to-be completed second 12-inch fab. Although the industry has seen some 12-inch fabs come online in 2006, most DRAM makers did not start building their 12-inch fabs this year until they were certain that the DRAM market would remain bullish, Kau said. While output from 12-inch fabs will increase significantly in 2007, DRAM supply will still be tight because about 40% of the current 8-inch fabs will be phased out, he indicated. With Microsoft's Windows Vista beginning to boost demand towards the end of this year, and with a compound annual growth rate (CAGR) of 40-50% for DRAM demand, the DRAM market will remain strong through 2008, the Inotera president remarked. Because of the optimistic outlook for the DRAM market, Kau said Inotera will hold its board of directors' meeting this month to advance the passage of a budget for capacity increase at its 12-inch Fab 2. According to the company's previous revelations, equipment installation at Inotera's Fab 2 is expected to begin in November this year, and test runs will be conducted in the first and second quarters of 2007. By the end of 2007, Inotera's total capacity from Fab 1 and Fab 2 will be 92,000 12-inch wafers monthly.