Ace's Hardware heeft een interessante posting over de huidige problemen bij Micron: een gigantische voorraad en
First here is an EBnews report on how much SDRAM chips Micron have stockpiled over the last year. :p
"Confronted with nearly six to seven weeks' worth of inventory, DRAM maker Micron Technology Inc. has been forced to offer special price-cutting deals with several major PC OEMs." "Micron created its DRAM surplus earlier this year when it began to aggressively ramp production. In fact, analysts estimate that the company can be pumping out as much as 47 million 64-Mbit DRAMs a month." "Micron previously said its total DRAM output will be doubled later this year when the acquired TI fabs fully come online with upgraded 0.21-micron processes."
Now the REALLY bad news from Taiwan and Japan, thanks to Daiki and KH. So according to these news, the 0.21um process 64Mb SDRAM chips Micron made at ALL its plants, especially the Boise, Idaho fab are going to be a total waste. Micron's new 0.21um 64Mb chips are already rejected by Dell, Compaq, and HP for quality reasons. Although Dell and Micron would not confirm or comment on this the Taiwan source said. The problem are said to be the optical Mask used in the lithgraphy, said the Japanese source and also hinted by the Taiwan report. This result would render 3 months of productions of 64Mb SDRAMs by Micron to waste, for both PC100 and PC133 class products. Also it would take 3 monthes for the new masks to come on line and let Micron reopen its production lines. The estimated loss is 450M for Micron for the lost chips alone. The market hiatus of Micron chips could result in higher SDRAM prices in the near future.
Again these are conflicting reports. So maybe Micron reduced its price as a means of trying to sale those low quality RAM chips.
Dat laatste klinkt minder prettig (RAM prijzen omhoog!?).