DDR demand to drive RAM recovery – Nanya
Sales up 220% between October and December
World+dog clearly can't get enough DDR SDRAM, if the example set by Taiwanese memory maker Nanya is anything to go by. The company reckons that its DDR sales next month will have rocketed 220 per cent over October's figure.
Last month, Nanya sold five million DDR chips. This month, sales will double to ten million parts, the company claims. December sales will reach 16 million chips.
A sign of recovery in the memory market? Perhaps. Nanya executive VP Charles Ku has said that demand for DDR memory will increase rapidly during the coming months to the point where there could actually be a shortage of chips during Q1 2002.
The basic law of supply and demand means that prices will rise accordingly, boosting memory makers' revenues and, perhaps, profitability.
Ku reckons that 50-60 per cent of the PCs that will be shipped next year will use DDR memory. Intel's DDR-based 845D chipset, which should now be shipping to mobo makers before its formal introduction early next January, will driving DDR adoption. Intel's DDR-based 870 server-oriented chipset is expected in the same early 2002 timeframe. Nanya expects DDR demand to account for more than half of next year's total. ®