Friday, January 15, 2010
Taiwan DRAM makers have recently increased production of DDR3 chips due to decline of contract quotes for DDR2 chips
Powerchip Semiconductor Corporation (PSC) and its joint venture with Elpida Memory, Rexchip Electronics, were both quoted in previous reports as indicating that their shares of DDR3 wafer starts would exceed 70% in the first quarter.
Both PSC and Rexchip have significantly ramped up DDR3 output since the fourth quarter of 2009. Their DDR3 production was as low as 0-5% of overall output in the third quarter.
Nanya Technology and Inotera Memories are also ramping DDR3 output. Nanya said at its last investors conference that DDR3 would account for more than 50% of the combined production at Nanya and Inotera in the first quarter. They are expected to update the percentage at an upcoming investors conference on January 20.
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