ProMOS Blames Intel For Low DDR2 Sales
DDR2 demand is still impacted by the shortage of Intel chipsets, and the situation will be not alleviated until the first quarter of 2006, DRAM vendor ProMOS Technologies said at its investor conference. Due to slower than expected ramp-up in DDR2 demand, we expect DDR demand to stay healthy throughout the whole last quarter of this year, ProMOS vice president of sales and marketing group Ben Tseng stated.
The key to wider DDR2 adoption by the industry in the second half of 2005 could be mainstream Intel platforms based on entry-level 945 series chipsets, but these chipsets are still subject to shortage, Tseng said. Touching memory pricing trends, he noted that both OEM and spot prices suffered some erosion earlier this year, but are now stabilized. He defined current DDR2 prices as considerably lower compared to DDR.
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