Articles about Memory Business

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
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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
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Citigroup wants to buy Hynix' non-memory biz

Hynix is negotiating the sale of its non-memory business to US banking company Citigroup, a company spokesman said, cited by the Financial Times. "Citigroup has submitted a letter of intent to buy our non-memory chip operations, so we are talking to it as our primary negotiating partner," the spokesman said. Non-memory …
Tony Smith, 03 Sep 2003
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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
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Infineon loss narrows during Q3

Infineon saw sales remain flat during its third quarter, the chip maker said yesterday, which led to its ninth consecutive loss-making period. The company lost €116 million ($131 million) on sales of €1.47 billion, the latter much the same as Q2 but 11 per cent up on the Q3 2002. It's loss narrowed 64.6 per cent year-on-year, …
Tony Smith, 23 Jul 2003
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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
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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 …
The Register breaking news

Japan's DRAM market exodus

ComputerWire: IT Industry Intelligence A top Japanese electronics executive has criticized the country's leading manufacturers for their wholesale abandonment of the DRAM memory chip business, warning that an "emotional" herd mentality could seriously damage the country's high-tech sector. In an article published by Nikkei …
ComputerWire, 26 Apr 2002
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

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
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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
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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
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Samsung goes mad on memory chips

Samsung has set itself the target of becoming the world's second biggest semiconductor maker in the global market by 2005, up from its current position of fourth. The Korean giant aims to raise its share of the overall memory chip market (DRAM, SRAM, flash, etc.) to 30 per cent, targeting $20 billion in sales for this segment …
James Watson, 29 Oct 2001
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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
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Infineon and Toshiba close to DRAM deal

Infineon and Toshiba are a spit and a handshake away from merging their DRAM production operations. The official line, following Infineon's admission a month or so back that it's talking to Toshiba, is that they are still talking. But sources close to the German semiconductor company have told EBN/I> that the two are on the …
Tony Smith, 17 Oct 2001
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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
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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
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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
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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

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
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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
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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
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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
The Register breaking news

ARM's profits jump 53%

ARM's Q4 pretax profits have jumped 53 per cent thanks to the mobile phone bonanza pushing up license sales and royalty payments. Pretax profit was £10.1 million, up from £6.6 million for the same quarter a year earlier. Turnover rose 58 per cent to £29.8 million. As the phone market slows ARM is looking to push its business …
Robert Blincoe, 31 Jan 2001
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

Ghost of memory standard clanks through corridors

In our relentless search to cover the twists and turns of the memory business, wheresoever it may lead us, a reader asked us whatever happened to SLDRAM. Sixteen memory firms, including the mighty Micron, teamed up in 1998 to form a corporation which would revolutionise the memory market, with the Boise firm even managing to …
Mike Magee, 06 Sep 2000
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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
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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

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
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Memory Corp splits in twain and changes name

Memory Corporation is to sell its music business as part of a restructure. The EASDAQ-listed company said it was in "advanced negotiations" to merge its music interests with enuffMusic.com and create a new California-based firm called Dig Media. Memory will get $5 million for the sale to Dig Media of its intellectual property …
Linda Harrison, 04 May 2000
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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

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
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Memory Plus gets new head, plans online sales

Memory Corporation has appointed Jon Blows as general manager of its Swindon-based subsidiary, Memory Plus. Blows' job is to head up the division, which provides memory upgrades to resellers, and to develop the company's Internet business. He was previously MD at systems integrator Reflex. "Blows hopes to use his extensive …
Linda Harrison, 26 Nov 1999
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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
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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
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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
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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
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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
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Memory Corp buys out Datrontech memory business

Memory Corp has mopped up Datrontech’s minority stake in their joint venture company DTEC Memory Corp. The Scottish memory designer is paying £1.75 million in cash for Datrontech’s 49 per cent stake in the DRAM distributor. It will also repay loans made by Datrontech to DTEC amounting to £0.72 million, on December 31, 2001. The …
Drew Cullen, 26 Mar 1999
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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
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Memory Corp licenses IP rights to Taiwanese, US companies

Memory Corp has licensed elements of its intellectual property rights to a Taiwanese and a US company. At the same time, it has revealed it will expand its presence in other territories, including the US. The UK company, which is listed on the AIM stock exchange, signed a deal with Vincom, in which the Taiwanese company will pay …
Mike Magee, 02 Oct 1998
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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