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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Paul V. who wrote (18931)	4/22/1998 9:40:00 AM
From: Teri Skogerboe	Respond to of 70976

Good morning Paul, DRAM Supply Glut to Last Three Years: Dataquest April 22, 1998 (SEOUL) -- The ongoing supply glut of DRAM chips is expected to continue for another three years on the global market, according to U.S. market research firm Dataquest Inc. A "bit cross," where four 16M DRAMs and one 64M DRAM chip will be equal in value, will take place during the third quarter of this year, Dataquest said. During a seminar in Seoul on April 20, Dataquest said a balance between supply and demand of DRAMs will occur as late as 2001, given lagging demand in the wake of Asia's sagging economy and the market's seeing a steady increase in DRAM production. Dataquest said the current increase in exports due to the region's currency depreciation, will lead to a growth in production, but profits will not increase largely due to an ensuing supply glut. Sales of 64M DRAMs will surpass 16M DRAMs during the third quarter of 1998, while 64M DRAM production volume will catch up with 16M DRAM production during the last quarter of next year, Dataquest said. (Maeil Business Newspaper, Korea)