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To: Land_Lubber who wrote (43708)	3/12/1999 8:18:00 AM
From: Condor	Respond to of 53903

MU analysis : clearstation.com

To: Land_Lubber who wrote (43708)	3/12/1999 10:41:00 AM
From: DJBEINO	Respond to of 53903

Hyundai Emerges as World's Second Largest DRAM Maker 03/12, 18:23 Hyundai Electronics Industries has emerged as the second largest producer of dynamic random access memory (DRAM) chips, meaning that it will be the top maker once it merges with LG Semicon. According to statistics released yesterday by the International Data Corp. (IDC), HEI's revenues in DRAMs increased despite the contraction in the size of the global market from $19.8 billion in 1997 to $14 billion last year. The IDC data showed that HEI's market share increased drastically from just 8 percent in 1997 to 12.4 percent last year, making it second only to Samsung Electronics which held 20.1 percent. HEI's market share, when combined with that of LG Semicon, which had 8.4 percent of global DRAM sales, is tallied at 20.8 percent, slightly higher than that of Samsung, HEI officials said. ''There is no telling what Samsung's production will be for this year since such details are generally regarded as classified information but there is a strong chance that HEI will be No. 1,'' one company official said. Coming in third behind Samsung and HEI was Micron Technology, which has also seen its market share increase following its acquisition of the DRAM production division of Texas Instruments. Micron was followed by NEC, LG Semicon, Toshiba, Siemens and Mitsibishi with Hitachi and Fujitsu rounding off the top 10. Of the top 10, only HEI and Siemens has seen their revenues in DRAMs increase. The IDC statistics showed that Samsung's sales dropped from $3,730 million in 1997 to $2,810 million while those of HEI increased from $1,590 million to $1,740 million in the corresponding period. ICD officials said in their report that the top 10 producers controlled 94 percent of the global market and that the market share of companies like HEI is continuing to expand as Taiwanese companies drop out. At the same time, the portion of the global DRAM market held by Korean companies increased from 34 percent in 1997 to 41 percent while that of Japanese companies dwindled, they added.