Friday, April 9, 2010
Elpida Memory will continue to supply sufficient DRAM chips to Taiwan manufacturers according to company CEO Yukio Sakamoto speaking at a recent visit by Asustek.
Previous reports cited industry sources saying Asustek, Dell, Sony and other PC vendors were trying to reach agreements with Taiwan-based DRAM makers, which mainly supply to the spot market, for three-month supplies of computer-memory chips. Memory price tracker DRAMeXchange also pointed out in a recent report that a combination of positive factors including replacement demand for Windows 7 would help trigger a period of profitability for the DRAM industry during 2010-2012.
Elpida has revealed plans to work with Rexchip, in which it owns a 64% stake, on the development of 40nm with 4F2 process technology. The plans include the establishment of an R&D center at Rexchip. The moves aim to help the subsidiary build and grow its in-house developed DRAM technology portfolio.
Rexchip has ramped up chip production using Elpida's 63nm, and aims to convert all of its production capacity to the node by year-end 2010, according to industry sources. Longer-than-expected delivery times for immersion scanners has prompted Rexchip to postpone its production schedule for 45nm chips, said the sources, adding that it may not move to a sub-50nm node for volume production until the second half of 2010.
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