PSC: DDR2 bandwagon won?t arrive until 2Q 2006
Powerchip Semiconductor Corp. (PSC) has admitted to overcoming the current demand for DDR2 module, and says that DDR2 will not become commonplace until the second quarter of next year. Of course, this means share buyback, which is currently going on with Winbond, PSC, and ProMOS.
Even after adjusting its DRAM output toward more DDR production, Powerchip Semiconductor Corporation (PSC) has admitted that its DDR2 output is still outpacing demand and DDR2 will only rise to become the mainstream memory after the first quarter of 2006, according to company vice president and spokesman Eric Tang. Tang indicated that only about one-fourth of global desktop and notebook PCs currently adopt DDR2. Global DDR2 output, however, accounts for about 40% of global memory output, which means oversupply for memory makers, he noted. Tang stated that no significant improvement in DDR2 sales should be seen in the near future amid tight Intel chipset supply. DDR2 should only rise to the mainstream late in the second quarter of 2006 when DDR2 supported chipset supply from Intel becomes smoother.
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