EETimes bericht dat Micron, als gevolg van de enorme vraag naar (/tekort aan) DRAM chips, de prijs van z'n 64Mbit chippies met 20% verhoogd heeft:
Micron Technology on Monday (Sept. 27) raised OEM contract pricing on 64M DRAMs from $7.50 to over $9, effective immediately, and another hike may be right around the corner as the full impact of the Taiwan earthquake is felt, a company official said here.
[...] Spot market pricing is also showing no signs of slackening, with the latest reports indicating $19 to $20.50 as the range for 64M parts, Bedard said. "There's not a lot of volume going on there because the suppliers (were) woefully short, even prior to the earthquake in Taiwan, just meeting the OEM requirements for Q4." [break] Gelukkig lijkt er enige hoop te zijn voor de toekomst. Micron en Samsung verwachten de DRAM produktie verder op te kunnen voeren in het komende half jaar: [/break] There isn't enough increase expected in wafer outputs to take the pressure off DRAM pricing, he said. Samsung is planning to open a new fab next spring, and Micron expects to add another 5,000 wafers per week at its overseas fabs by spring, bringing that total to about 17,000, which would match its weekly output in Boise. But other than a joint venture fab NEC is opening in China, Bedard said he didn't know of any other capacity increases in the pipeline.
Micron expects that all of its Boise capacity will be shifted to 0.18-micron in about 4 months, and a small part of the Boise fabs are already being moved to 0.15-micron. Its overseas fabs are about a month away from being completely converted to 0.21-micron, with around 15 percent of those lines already at 0.18-micron.
Met de release van Windows 2000 in januari volgend jaar zal de vraag naar DRAM chippies echter ook weer omhoog gaan .