Friday, January 28, 2005
Production conversion from DDR to DDR2 has contributed to the chip-supply crunch recently seen in the spot market, according to sources with DRAM chipmakers in Taiwan.
Sources said many chipmakers were in the process of converting some of their capacity from DDR to DDR2 in October and November. Because a DDR2 bare die is on average 5-10% larger than a DDR bare die, fewer chips are produced on each wafer. In addition, the conversion will always result in a yield-rate loss, which will further reduce output, the sources indicated.
Sources also said some chipmakers are still trying to ramp up their yield rate at 0.11-micron process technology, the most advanced technology node for Taiwan’s chipmakers
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