(Nikkei BP Group)
(No.1 High-Tech News Site in Japanese)
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| Mosel Vitelic, Winbond Benefit from DRAM Sector Recovery
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January 26, 1999 (TAIPEI) -- Taiwan's Mosel Vitelic Inc. estimates its
64Mb dynamic random access memory (DRAM) output in 1999 will give it
a 7.5 percent share of the global market.
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Winbond Electronics Corp. and Powerchip Semiconductor Corp. are expected
to register 3-3.4 percent shares of the worldwide DRAM market. The three
companies are thus bound to become Taiwan's biggest DRAM makers in 1999.
As 1999 is seen as a turning point for the DRAM industry, big shots in
the sector have been actively preparing to compete for larger market
shares.
After two to three years of preparation, the local DRAM industry is showing
great potential, with Winbond and Mosel Vitelic getting the most attention.
Mosel Vitelic forecasts that its monthly output of 64Mb DRAM will increase
from 6 million units in the first quarter to 14 million units by year's
end, with annual output ranging from 120 million to 140 million units.
The company reported an output of 35 million units in 1998.
Winbond estimates that its annual output of 64Mb DRAM will hit 55 million
units in 1999. Powerchip's annual 64Mb DRAM output is also likely to
exceed the 50 million benchmark.
If worldwide demand for 64Mb DRAM reaches the estimated level of 1.6
billion units, Mosel Vitelic's output will account for 7.5 percent of
the global market. Winbond will then fetch a 3.4 percent share, while
Powerchip's share is estimated at 3.1 percent.
(Commercial Times, Taiwan)
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