DRAM prijzen zullen weer gaan stijgen

Crazy Harry schrijft: "Doordat ook fabrikanten van geheugenchips overgaan naar 0.18 micron technology zullen er, nadat we dat ook bij de processors hebben/hadden tekorten optreden waardoor de geheugenprijzen omhoog zullen schieten.

In augustus/september begint het al waarna het steeds erger zal worden en er tot in het volgende jaar tekorten kunnen zijn. ":

That's according to Taiwanese vendors who, unsurprisingly, all agree that DRAM prices will rise by the end of the year. Winbond Electronics has put forward a conservative estimate of $7.2 for 64Mb DRAM chips by the end of 2000. By contrast, "hopeful officials" at Micron Semiconductor yesterday suggested to Taiwan's Commercial Times that prices could top $20.

Meanwhile, a Winbond exec indicated that supply of 64Mb DRAMs would probably fall 20 per cent short of demand this year, and fare worse in 2001. Both Winbond and Vanguard International Semiconductor (VIS) are trying to upgrade to 0.18-micron manufacturing technologies from 0.2-micron to make 64Mb DRAMs – cutting the volume of DRAMs they can produce.

[...] A source within the industry, who asked not to be named, added: "The traditional attitude of Taiwanese manufacturers is to talk the market up. But there is no real reason why prices should be going up."

Om het hele verhaal te lezen kan je fietsen richting The Register (in de regen...).