SI
SI
discoversearch

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 : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?


To: tech101 who wrote (53870)7/9/2007 2:52:49 PM
From: tech101  Respond to of 53903
 
RAM Use Rises Thanks to Vista, Falling Prices

Microsoft's memory-hungry Vista operating system, along with falling DRAM prices, boosts semiconductor sales.

Patrick Thibodeau, Computerworld

Thursday, July 05, 2007 3:00 PM PDT

Microsoft's memory-hungry Vista operating system -- along with falling DRAM prices -- is boosting semiconductor sales.

The Semiconductor Industry Association (SIA) reported this week that worldwide sales of semiconductors hit US>0.3 billion in May -- 2.4 percent higher than the

Microsoft's memory-hungry Vista operating system -- along with falling DRAM prices -- is boosting semiconductor sales.

The Semiconductor Industry Association (SIA) reported this week that worldwide sales of semiconductors hit US$20.3 billion in May -- 2.4 percent higher than the $19.8 billion sold in the same month a year ago.

The San Jose, Calif.-based based trade association, citing figures from one of its members, Micron Technology Inc., said the average amount of DRAM installed in PCs has increase from 772MB last year to 1,180MB this year.

In an interview, Kevin Kilback, a senior marketing manager at Boise, Idaho-based Micron, said DRAM price drops have allowed PC makers to increase the amount of memory without adding cost. Last week, Micron said that for the quarter ending May 31, DRAM prices had declined approximately 35 percent.

Windows Vista is also a factor in driving up memory usage, said Kilback. "Vista, unlike past operating system revisions, really takes advantage of more memory," he said.

The amount of DRAM going into PCs is expected to increase next year to about 1.5GB. "That's basically driven by Vista," said Kilback.

Although buyers can still find systems with 512MB of system memory, many PC vendors are recommending 2GB for use with the OS.

The semiconductor market is also being helped by NAND flash memory, which is used in devices such as flash drives. The SIA cited cell phone demands, in particular, as their multimedia capacity continues to increase demand.

"Despite severe price pressures on DRAMs and NAND flash, total sales of semiconductors for the first five months of 2007 increased by 3.1 percent from the same period of 2006," said George Scalise, SIA president, in a statement.

9.8 billion sold in the same month a year ago.

The San Jose, Calif.-based based trade association, citing figures from one of its members, Micron Technology Inc., said the average amount of DRAM installed in PCs has increase from 772MB last year to 1,180MB this year.

In an interview, Kevin Kilback, a senior marketing manager at Boise, Idaho-based Micron, said DRAM price drops have allowed PC makers to increase the amount of memory without adding cost. Last week, Micron said that for the quarter ending May 31, DRAM prices had declined approximately 35 percent.

Windows Vista is also a factor in driving up memory usage, said Kilback. "Vista, unlike past operating system revisions, really takes advantage of more memory," he said.

The amount of DRAM going into PCs is expected to increase next year to about 1.5GB. "That's basically driven by Vista," said Kilback.

Although buyers can still find systems with 512MB of system memory, many PC vendors are recommending 2GB for use with the OS.

The semiconductor market is also being helped by NAND flash memory, which is used in devices such as flash drives. The SIA cited cell phone demands, in particular, as their multimedia capacity continues to increase demand.

"Despite severe price pressures on DRAMs and NAND flash, total sales of semiconductors for the first five months of 2007 increased by 3.1 percent from the same period of 2006," said George Scalise, SIA president, in a statement.



To: tech101 who wrote (53870)7/11/2007 5:36:41 AM
From: pcyhuang  Read Replies (1) | Respond to of 53903
 
Micron considering image sensor biz sale, analyst says

As the Boise, Idaho-based company reels from the $225 million fiscal Q3 net loss it posted last month, Micron Technology Inc. is said to be "considering" spinning off its image sensor business, according to a research note sent today by Royal Bank of Canada (RBC) financial analyst Mahesh Sanganeria.

According to the note, Micron is considering selling its image sensor segment to a private equity firm, a move that Sanganeria said would create an "immediate cash infusion" for the struggling company.

The company has been working on ways to regain its profitability in the weeks since its lackluster earnings report, enacting a restructuring plan that includes an unspecified number of job cuts, as well as a tighter 2008 capex at $2.5 billion when compared to 2007’s $4 billion capex. RBC said it does not expect the cash infusion to change Micron's spending plans.

The sale would signal a major turn-around for the company, which has, contrastingly, been focused on acquisitions. In March 2006, Micron bought flash player Lexar Media Inc. in a stock-for-stock merger; in December, acquired Avago Technologies' image sensor business in a deal valued at $53 million.

Micron would not confirm or deny the veracity of the RBC report. “We’re pursuing a number of initiatives to drive revenue growth across our operations,” Dan Francisco, Micron’s director of global media relations, told Electronic News. “We have no specific comment beyond that.”

Full story: edn.com

pcyhuang