ProMOS Technologies will start shipping DDR2 to PC OEMs in January 2006, according to company spokesperson Ben Tseng. Industry observers pointed out that the timing of ProMOS’ DDR2 shipments match the actual market trend for DDR2 adoption.

ProMOS started pilot runs for the 90nm made 512Mbit DDR2 at its 12-inch Taichung fab (Fab 3) in August, and reported yields rising steadily to 80%. The DDR2 will be manufactured on 90nm process node, and ProMOS is also developing 70nm process production.

Although the contract price for DDR2 has fallen more than 50% this year, industry observers commented that ProMOS will begin shipments just as the market is beginning to migrate to DDR2 memory, so the company will be able to avoid the severe pricing pressure other DRAM vendors have faced this year.

Although the company’s proportion of DDR2 should be minimal this quarter (at only 1%), the ratio should jump to 12% and 32% over the first and second quarter of 2006, according to estimates from equity firm BNP Paribas.

BNP Paribas pointed out that the Intel chipset shortage is expected to ease and DDR2 is seeing an increased adoption rate, so ProMOS’s DDR2 production schedule fits demand trends.

By: DocMemory
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