Nanya : ''DDR2 to account for 20-25% of 0.11 micron production in Q3 2004''

Posted on Tuesday, January 13 2004 @ 12:37 CET by Thomas De Maesschalck
Nanya expects that the demand for DDR2 will raise in the third quarter of this year, and that the DDR2 production will account for 20% to 25% of its total 0.11 micron capacity in the third quarter.
Nanya will migrate 40-50% of total capacity from 0.14- to 0.11-micron in the third quarter, Kau said. The progress is about a quarter ahead of its earlier plan.

DDR2 production is forecast to take up half of Nanya’s 0.11-micron capacity in the third quarter, Kau added.

With Intel’s launch of PC-use Springdale and server-use Lindenhurst chipsets in the second quarter, DDR2 is projected to penetrate 25% and 10% of the high-end desktop PC and the low-end server market, respectively, in the third quarter, up from 5% and 2% penetration in the second quarter, according to market research firm iSuppli.

Strict Intel validation, low 0.11-micron yield rates and difficulties in DDR2-related packaging and testing technology are expected to constrain the supply of DDR2 chips and lead to a potential shortage in the near future, sources with other DRAM makers said.

Considering the potential shortage, DDR2 chips may enjoy a more than 50% price premium over DDR chips until the third quarter, sources estimated.
Source: DigiTimes

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Thomas De Maesschalck

Thomas has been messing with computer since early childhood and firmly believes the Internet is the best thing since sliced bread. Enjoys playing with new tech, is fascinated by science, and passionate about financial markets. When not behind a computer, he can be found with running shoes on or lifting heavy weights in the weight room.

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