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: Carl R. who wrote (40718)	11/6/1998 6:01:00 PM
From: FJB	Respond to of 53903

Japanese concede DRAM race to Micron, South Koreans TOKYO -- Japan Inc. is downsizing, causing a number of embattled semiconductor manufacturers here to reluctantly concede that they are losing the DRAM production race. In a series of interviews this week, most top chip executives agreed that Micron Technology Inc. and the Big Three South Korean memory-IC suppliers--Samsung Electronics Co. Ltd., Hyundai Electronics Industries Co. Ltd., and LG Semicon Co. Ltd.--will dominate the commodity DRAM global market that was once Japan's sole domain. Instead, chip makers here will seek lower-volume-but hopefully higher-margin-value-added memory and logic products, according to Yasuhiko Fukuda, deputy general manager of Mitsubishi Electric Corp.'s semiconductor group. "Only a few suppliers will be able to compete in commodity DRAMs against Micron," Fukuda said. "They will easily have the capability to produce more than 50 million 64-Mbit chips a month after they upgrade the [Texas Instruments] fabs they acquired. Samsung will be able to produce 30 million [64-Mbit] DRAMs a month, and the Hyundai-LG Semicon chip merger another 30 million a month. Basically, we're entering a new era, where most major players won't have the facilities to produce in these volumes." ... semibiznews.com