Articles about Memory Business

The Register breaking news

Micron sues Rambus in antitrust action

US memory giant Micron has taken legal action against memory intellectual property giant Rambus, in a case which could mean geese get the shivers as their respective lawyers sharpen sheaves of quill pens. A statement released by Micron, based in Boise, Idaho, said: "The suit asserts violations of the Federal antitrust laws, and …
Mike Magee, 29 Aug 2000
The Register breaking news

Rambus claims 1GHz RIMM breakthrough

The news carousel has started spinning ever faster with a claim from intellectual property company Rambus that it has succeeded in developing memory that runs faster than one gigahertz. According to a release, the 1066MHz memory is born out of standard 800MHz RIMMs and will be aimed at giving 2.1Gbps of memory bandwidth. …
Mike Magee, 31 Jul 2000
The Register breaking news

Micron, Hynix confirm talks

Micron has confirmed it is talking to Hynix - the subject: the merger of the two chip companies' memory operations. In a terse press release, the two companies said they will today begin exploratory discussions "regarding a possible strategic alliance or other transaction". We can't say we're surprised. Micron has, after all, …
Tony Smith, 03 Dec 2001
The Register breaking news

2001 worst year for DRAM demand in history of world… ever

Never before has the world's demand for memory chips been as low as it will be this year. So says senior Elpida executive Hidemori Inukai, VP and general manager of the memory maker's technical marketing division, interviewed by Japanese paper Nikkei Microdevices under the headline: 'Demand in 2001 likely to be lowest in …
Tony Smith, 19 Jun 2001
The Register breaking news

Samsung to double Rambus production

Samsung has pledged to double its Rambus output or die in the attempt. Actually, the last part isn't true, but such was the tenor of the company's press conference on the matter we did wonder quite how far it would go. The Korean giant is currently pumping out around one million 128/144Mb Rambus chips each month, having resumed …
Tony Smith, 07 Dec 1999
The Register breaking news

WTC assault may delay Nanya share issue

Taiwanese memory maker Nanya will decide shortly whether to delay its planned NT$8 billion ($232 million) overseas share sale. Behind the move are fears that Tuesday's terrorist action will further weaken computer sales and investor confidence in the IT sector, Nanya vice-president Charles Kau told Bloomberg. With memory sales …
Tony Smith, 13 Sep 2001
The Register breaking news

Rambus plots fivefold expansion in RDRAM bandwidth

Rambus unwrapped its latest roadmap in Japan yesterday at the company's Developer Forum. At the forefront of Rambus' plans: to provide new devices that will boost memory bandwidth by 400 per cent with only "minimal changes" to existing RDRAM-based mobos. Rambus' roadmap projects memory clock speeds increasing to 1066MHz and …
Tony Smith, 13 Jun 2001

Intel rides laptop chips and lower costs during Q2

Strong notebook and server chip sales carried Intel to a second quarter that neared the high end of previous forecasts. Investors, however, seemed unmoved by the results, as Intel noted strong pricing competition in the desktop market and a reliance on cost-cutting measures to gloss its results. Intel reported second quarter …
Ashlee Vance, 17 Jul 2007
The Register breaking news

Taiwan's DRAM makers prepare for Micron's anti-dumping suit

US memory maker Micron is unlikely to take legal action against its Taiwanese rivals for alleged product dumping. So said Taiwan Semiconductor Industry Association president Gordon Chen this week, but he was sufficiently sure that there is a chance Micron will sue to warn the company that such a move will not go down at all …
Tony Smith, 13 Sep 2001
The Register breaking news

AMD mocks the Street with bumper Q1

Advanced Micro Devices (AMD) surged past analyst expectations in its first quarter with strong sales across the board helping it post a profit for the second quarter in a row. AMD reported $1.24bn in sales for the first quarter and net income of $45m. This marks a 73 per cent increase in sales compared to the same period a year …
Ashlee Vance, 14 Apr 2004

AMD profits, shipments up

AMD has turned in a good Q3 with sales of $1.33bn and net income of $134m, or 27 cents a share. Processor shipments rose 18 per cent from Q2 and revenues climbed nine per cent from Q2 and, on a like-for-like basis, 32 per cent from Q3, 2005 (last year's figures included the lossmaking memory business, since spun off). AMD says …
Drew Cullen, 18 Oct 2006
The Register breaking news

Trade Wars: Micron vs. Asia

Guest Opinion Christopher Whalen is the editor of The Edge: Research from the Technology Front, a daily newsletter published by Ramberg, Whalen & Co. LLC, a specialty research and publishing firm focused on the semiconductor industry. Micron Technology says that the ruling by the US Commerce Department that it is going to start an …
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AMD thanks Ruiz for courageous ability to lose money

Comment Normally, a succession plan is a good thing. You want the new CEO to slide into the old CEO's chair with an ease that says, "Our asses were molded by the same country club rib eyes and crème brûlées. Everything is under control." Yesterday, though, AMD could have done with some unforeseen CEO-swapping spatter. It should have …
Ashlee Vance, 18 Jul 2008
The Register breaking news

Samsung breaks 1Gb flash barrier

Korean web site Comtimes is reporting that Samsung has today announced it has managed to create a 1Gb flash memory. Earlier this year, Japanese firm Toshiba said it had managed to put 256Mb on a flash module. According to Comtimes, the Samsung process works at 2.5V and uses a 0.15 micron process, so making it suitable for …
Mike Magee, 14 Oct 1999
The Register breaking news

Samsung confirms Toshiba is trying to sell DRAM biz

Toshiba must undergo a "drastic restructuring" the company's president, Tadashi Okamura, warned on Monday as the company announced it would sack around 17,000 of its staff - 12 per cent of the workforce - around the world, although the bulk of the cuts will be made in Japan. Part of the programme involves the amputation of the …
Tony Smith, 28 Aug 2001
The Register breaking news

Hyundai-LG Semicon merger gets EU, US go-ahead

A report in the Korean press said that the merger of Hyundai and LG Semicon's memory business has been cleared by EU and US antitrust bodies. The Korea Herald said that meant Hyundai executives are likely to take over the management of the company in the next few days. LG Semicon officials will step down. According to the …
Mike Magee, 01 Jul 1999
The Register breaking news

Micron nets big loss

Micron Technology, the American DRAM maker, has produced a whopping net loss of $576m for its Q4, with plunging memory prices largely to blame for the deficit. A large amount of the loss - $466 million - comes through the company's decision to write down its inventory of works in progress and finished goods, reflecting the …
Drew Cullen, 26 Sep 2001
The Register breaking news

Hyundai, Samsung and LG ready to swap

Local newspaper The Korea Herald said Saturday that the top five conglomerates in South Korea will announce their plans to swap businesses on September 10. But there is still doubt whether Hyundai and LG will be ready to do much more than exchange minor businesses, putting further pressure on already enervated DRAM prices …
Mike Magee, 24 Aug 1998
The Register breaking news

NEC results, a tale of two halves

NEC's results are out today and it's a tale of two halves. In the early part of its financial year it enjoyed strong sales of cellular telephones and growth of its PC and semiconductor memory business, this more than offset weak sales from mainframe computers and colour LCDs. But the second half of the year was hit by a huge …
John Leyden, 04 May 2001

Intel rides mobile express to strong Q1

Intel rumbled to a strong first quarter, posting a surge in revenue on higher than expected mobile processor sales, the company said today. Intel flashed investors with first quarter revenue of $9.4bn - a 17 per cent rise year-over-year. This revenue total came in at the high-end of Intel's mid-quarter forecast delivered in …
Ashlee Vance, 19 Apr 2005
The Register breaking news

Infineon, Toshiba close to merger

Infineon and Toshiba have at long last decided how they can bring their two DRAM operations together - all they have to decide now is whether they want the merger to take place. The decision is in the hands of both companies' boards, an Infineon spokeswoman said. Each company must approve the merger before a final plan can be …
Tony Smith, 12 Dec 2001
The Register breaking news

Infineon back in the black in Q4

Infineon returned to profitability during its fourth quarter, the chip maker said today, bringing a nine-quarter losing streak to an end. During the three months to 30 September, Infineon garnered sales totalling €1.76 billion, a 37 per cent increase year on year and 19 per cent higher than the previous quarter's figure. Net …
Tony Smith, 10 Nov 2003

AMD delivers on promise of Q2 disappointment

AMD did everything it promised during the second quarter. The company underwhelmed investors, while posting healthier results than rival Intel. AMD reported revenue of $1.22bn and a profit of $89m for the second quarter. Those figures compare to revenue of $797m and a profit of $11m in the same period last year, excluding the …
Ashlee Vance, 20 Jul 2006
The Register breaking news

NEC wins huge share prize from Rambus

In mid-January we reported that Rambus (ticker: RMBS) had hit on a wizard wheeze to encourage memory manufacturers (the Seven Dramurai) to make more of its chips during this year. At the time that story was written, the Rambus share price stood at around $90 or so. These were the terms that Hyundai and a couple of other memory …
Mike Magee, 15 Mar 2000
The Register breaking news

Toshiba DDR Dramurai domino falls to Rambus

Anyone old enough to remember the fab TV footage from the 70s when a new type of fever gripped the Japanese, and we saw gazillions of DIMM size dominoes falling all in a row? Because, in news that has a great deal of relevance for the PC industry, Toshiba last night became the biggest memory player to bite the Rambus bullet and …
Mike Magee, 25 Jun 2000
The Register breaking news

Micron swoops on Toshiba DRAM biz

This is a turn up for the books. Micron is buying Toshiba's commodity DRAM business, in effect setting the long-predicted consolidation of the memory industry in train. To be precise, Micron is buying the assets of Toshiba's US DRAM operations for an undisclosed sum, while Tosh is to stop making commodity DRAM and is phasing out …
Team Register, 18 Dec 2001
The Register breaking news

Intel's income leaps in Q3

Driven by strong processor sales, Intel delivered an impressive set of third quarter results, prompting executives to say the global economy appears on the mend. Intel posted third quarter revenue of $7.8 billion - a 20 percent year-on-year rise. This was the best year-on-year compare Intel has seen since 1996. A 26 percent …
Ashlee Vance, 14 Oct 2003

Wall Street forks over Intel's future

Intel told the best possible second quarter story, and few investors listened. Wall Street pushed Intel shares down almost five per cent during Wednesday's trading. Investors seemed most concerned with the lackluster gross margins Intel reported. Meanwhile, the analyst crowd actually appeared to side with Intel's spin on the …
Ashlee Vance, 19 Jul 2007
The Register breaking news

AMD blames PC price war for red ink

AMD's founder, at outgoing CEO Jerry Sanders blamed an "ugly" price war for his companies whopping loss last quarter. AMD lost close to $100m on its operations, and after additional items were accounted for posted a $186.9 million loss for the quarter. In a shrinking PC market where almost every player is being bruised, AMD is …
Andrew Orlowski, 18 Oct 2001
The Register breaking news

Intel pushes 845D DDR chipset over PC133 predecessor

Intel appears to be working hard to wean motherboard makers and system integrators off its SDRAM-based 845 chipset and on to the part's DDR-based successor, the 845D. The 845D has been shipping for some weeks now, we hear, in preparation for its official launch early next year - though boards based on the part are likely to …
Tony Smith, 11 Dec 2001

Dell sees the channel light while Microsoft is cast as open source redeemer

It's finally happened. Dell has publicly stated what we in the channel have known all along. You can't live without resellers and partners. Not long after his second coming at the company and after many years of outright hostility to the indirect channel, CEO Michael Dell has undergone a conversion, telling CRN US: "There are …
Billy MacInnes, 24 May 2007
The Register breaking news

Intel gives up on world's biggest chip market. Why?

Comment Intel's name looks forever to be associated with the PC, now that it's ended a nine year dalliance with the phone business. The firesale of its 1,400 strong XScale processor division, and the write down of its cellular investments, means that Intel has passed up the chance to play in the largest volume chip market of them all. …
Andrew Orlowski, 28 Jun 2006
The Register breaking news

Speculators ramp up EDO and FPM DRAM prices

The cry of disbelief, heard not for the first time today, comes from the disillusioned customer, who has just fallen off their chair when you revealed the price of the memory he gladly took from you last week for 30 per cent less. Yes, it's happened again. Memory prices are rising, but not at the normal few points a day rate. …
Alan Stanley, 20 Oct 1998
The Register breaking news

Intel XScale biz to take $600m charge in Q4

Intel narrowed it Q4 sales forecast yesterday, tightening the focus from its earlier prediction of $8.1-8.7 billion to $8.5-8.7 billion, as anticipated. However, the company also said it would take a $600 million one-off charge during the period. Revealed during Intel's mid-quarter update yesterday, the "goodwill impairment" …
Tony Smith, 05 Dec 2003
The Register breaking news

AMD Q2 sales fall 16%

AMD warned us all to expect bad news this week, and last night it followed its warning with an announcement that Q2 sales were down 17 per cent on the previous quarter and 16 per cent down on the same period last year. Revenue for the three months to 1 July totalled came in just shy of $1 billion - $985,264,000, to be precise, …
Tony Smith, 13 Jul 2001
The Register breaking news

DRAM upturn threatened by vendor ‘greed’

Market watcher Gartner yesterday echoed Hynix and others, and announced that the global memory business is "on the verge of recovery". However, it forecast that the recovery will be "tentative" - it remains only a "possibility" - and warned DRAM manufacturers and suppliers not to overreact and excessively ramp up output. "This …
Tony Smith, 20 Aug 2003
The Register breaking news

AMD Athlons to sell out in Q4

AMD expect to sell out its production of Athlons during the fourth quarter and forecasts that sales of "AMD Athlon processors, AMD Duron processors, and PC processors in the aggregate will set new records, individually and collectively, in both units and dollars". But sales of the Duron, Athlon's cheaper brother, will be slow …
Drew Cullen, 12 Oct 2000
The Register breaking news

Intel leans on wireless world with UWB, Wimax plans

Don't ask whether Intel can succeed in imposing its preferred standards, for ultra-wide band wireless, or for 802.16a local wireless broadband. Study your history. You'll see that it can. Next time you take your computer (with built-in modem) on the road, consider what a trivial matter it is to connect it to a phone network - …
Guy Kewney, 19 Jul 2003
The Register breaking news

AMD warns it may take charge for Q4

Documents AMD has filed with the US Securities and Exchange Commission are warning that the firm may be forced to take a restructuring charge for its fourth quarter. According to news service CNN, AMD has managed to reduce expenses but is still failing to make enough money from sales of its microprocessors. That is despite …
Mike Magee, 02 Nov 1999
The Register breaking news

Intel still king of x86 jungle despite Q3 slip

Chipzilla staggered to its full height yesterday and bellowed aw-wooh-aw-wooh-aw as it released Q3 financial earnings that only marginally disappointed Wall Street. (Yeah, we know that it was Tarzan that made that noise, but you get the picture.) And Craig Barrett, the rough and tough CEO of Intel, said that it expected its …
Mike Magee, 13 Oct 1999
The Register breaking news

How Intel regards the press – Official

A kindly reader has somehow obtained the full transcript of an internal Intel document on how to deal with the European press. We were only able to publish snatches of the document earlier this year. (See this one and this one.) The document reveals that Intel deals with different European countries very differently indeed. …
Team Register, 31 May 1999