ProMOS DDR2 ratio to increase to over 30% in 1Q
At the end of 2005 the memory companies were cutting DDR2 production and increasing Flash memory lines to make more money. Now we are seeing an increase in DDR2 demand and now companies are starting to change back. This is the tip of the iceberg if you ask me. Just wait till Intel’s Conroe and AMD’s Socket AM2 platforms to come out!
The recent positive price signals in the DDR2 market has prompted Taiwan DRAM maker ProMOS Technologies to ramp up its related shipment proportion, with company chairman ML Chen indicating that DDR2 output will contribute over 30% to the company?s overall output in the first quarter of 2006. ProMOS pointed out that over 50% of its wafer starts at its first 12-inch fab (Fab II) currently go to DDR2. Chen noted that this ratio is ahead of the originally planned schedule.
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