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Micron loses orders as it cannot meet demand
Sources among Taiwanese DRAM manufacturers suggest that OEMs
PCs are transferring part of Micron Technology’s orders to other companies
with the inability of the American company to meet the existing demand. Korean
Samsung Electronics and Hynix Semiconductors, as well as Taiwan’s ProMOS Technologies
– that’s who benefits from this development of the situation, in addition, Samsung, remaining
true to its tradition, with an increase in orders, it immediately increased the prices for its modules.
Sources suggest that the reason for the reallocation of orders intended
Micron, are associated with problems with the release of microcircuits according to a new technical process, about which
mentioned in March. However, Micron’s management, answering the question asked about,
whether production problems will affect shipments, declined to comment
about any “production difficulties”, repeating the previous
answer: “This will affect the number of plates processed. In terms of income
there will be no negative consequences, or at least they will be minimal,
as determined by price and stock levels “.
The company’s management confirmed that, as noted earlier, the current
time Micron is unable to meet customer demand. According to the director
according to the company’s communications, David Parker, the demand is extremely high, and, as for all lines
memory and matrixes for cameras. It is attributed to several factors,
including a low level of stocks in warehouses among participants of a particular sector
market, increasing the amount of memory per system, increasing demand for laptops.
Samsung has increased the prices of its 256 MB modules to $ 50, 512 MB modules
– up to $ 100, which means the price of the microcircuit is about $ 6.
For Micron, market observers question the company’s ability to
improve the situation with supplies before the beginning of May, so the contract prices for the first
half of the new month can be increased by 5%.