NEC, Toshiba shift from 64Mbit to 128Mbit DRAM
Notebook demand the reason
Reports said that DRAM majors NEC and Toshiba have decided to move from producing 64Mbit to 128Mbit parts earlier than expected because of unprecedented demand for notebook PCs. They will shift production of the memory chips, which are more profitable, towards the end of next year rather than the year 2000, according to the reports. While desktop PCs are showing only a moderate rise in sales, the lucrative notebook market gives the companies the opportunity to sell higher value, higher margin parts. Earlier this year, a senior analyst at monitor research company Meko, said that notebook demand for LCDs was likely to sustain the market through most of this year and 1999. ®
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