Rambus/DDR to kickstart growth

Rambus/DDR to kickstart growth
David Manners in Tokyo NEC expects between eight and nine per cent growth in the world semiconductor market this year, with the DRAM segment growing more than ten per cent. “The PC business is not so bad, especially in the US, and even in Europe it’s fairly good. Only the Japan and Asia markets are flat,” Shigeki Matsue, NEC’s associate senior v-p responsible for semiconductors, told Electronics Weekly. Matsue believes that the market will be boosted this year by Direct Rambus and double data rate (DDR) memory devices. “We expect to start shipping Rambus in quantity in August/September – it depends on Intel’s plans – but Intel is expecting 20 to 25 per cent of the high-end PCs to have Rambus. If that is true they will need quite a large number.” In the fourth quarter NEC expects that 20 per cent of its DRAM production will be Direct Rambus, and another 20 per cent will be DDR and Virtual Channel memory – NEC’s high-performance DRAM standard which it is pioneering in conjunction with Siemens and Hyundai. NEC is targeting 800MHz Direct Rambus. NEC has begun volume production of its 128Mbit DDR DRAM. “It’s promising,” said Matsue, “many customers are going to use this. More than 50 per cent of NEC’s DRAM shipments go to a selected, stable group of customers who want to make high-end PCs at an early stage.”


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