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Infineon: fluctuations in DDR SDRAM production volumes

According to one of the sources among the company’s distribution channels, the total
Infineon Technologies’ DDR SDRAM chip production in May may be reduced by
10%, up to 33-34 million. pieces. The information appears to confirm the previous
Infineon’s April DDR SDRAM Releases To Drop To 27M. conditional
microcircuits (256 Mbit). In June, the release of DRAM chips by the German manufacturer
may increase again to 42-43 million. pieces, and the share of DDR SDRAM will be
36-37 million. conventional microcircuits. As a result, all these fluctuations will affect the supply
memory of the company’s OEM partners in the first half of the year.

As reported by Digitimes, the official
Infineon representatives categorically deny the information, saying that the
the numbers are very far from reality. Some numbers were presented,
but they neither confirm the information, nor do they deny it.

According to Infineon, memory shipments in terms of total chip density
grew in the first quarter by 22%, which was achieved by increasing the output,
as well as a significant reduction in existing reserves, especially – before the end
quarter. As of the end of March, stocks in warehouses were at the level
1-5 weeks. As a result of the emptying of warehouses in March, the company expects to reduce
deliveries in terms of the total density of microcircuits in April, but these indicators
should be higher than those given by the source.

By the way, in the review of the world memory market it was mentioned
about Infineon’s problems with the transition to 0.11-micron technical process and the beginning of serial
production of microcircuits according to these technological standards since July; so here are the official
representatives also refute this information, however, the word is not a sparrow,
the market received information.

Infineon Chip Release April-June
DDR SDRAM (conventional microcircuits, mln.)
Total DRAM (mln. PC).

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