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

To: DJBEINO who wrote (37904)	8/29/1998 10:56:00 AM
From: TREND1	Read Replies (2) \| Respond to of 53903

DJ the research house says the supply of 100- MHz DRAM will not meet demand this year. But MU goes from 36 to 24. Japanese, Korean DRAM makers to hold equal market share in '98 TOKYO--Japanese and South Korean memory firms will close out the year running neck-and-neck in 64-Mbit DRAM production, according to a study released here this week. Nikkei Market Access, a Japanese research firm, projects that both countries will hold 37.6% share of the worldwide manufacturing capability for the memory device in 1998. The memory industry is rapidly switching from the 16-Mbit DRAM chip to the 64-Mbit version. This switch has ramped up this year, partly in response to the DRAM price woes as memory companies attempt to bring the more dense device to market in order to garner higher profit margins in an industry where significant profit margins have been placed on the endangered species list. According to the report, Japanese chip companies began shifting from 16-Mbitt chips to 64-Mbit chips last fall. The Korean companies, shaken by the collapse of their economy at the tail end of 1997, did not begin the transition until the second half of this year, but are quickly catching up. The entire market for 64-Mbit DRAM is expected to expand from 80 million units in 1997 to 680 million units this year. American and European memory companies are also making the move, and the two regions should account for 21.1% of the total market for the higher density chip by the end of the year. Another major memory transition this year is the move to adopt 100-MHz bus speeds, for use with faster microprocessors and chip sets in PCs. Nikkei Market Access notes that Japanese companies have the edge in this area as well. With the Korean memory firms not expected to adopt the faster technology until 1999, the research house says the supply of 100- MHz DRAM will not meet demand this year. --------------------------------------------------------------------------------