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Content posted in January 2002
Move to faster, more profitable DRAMs goes painfully slow for suppliers
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1/25/2002   Post a comment
SAN JOSE -- It could be another long and miserable year in the poor DRAM industry, based on the consensus and general mood at the Platform Conference here this week.
Closer Look: America's failed quest in flat panel displays
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1/23/2002   Post a comment
Like King Arthur's search for the Holy Grail, the U.S. quest to manufacture flat panel displays is a myth. The trail is littered with American FPD corpses -- and the vision of the future is blurred, if not illusory. The latest demise is field emission displays (FED) -- once the hoped-for jump-start to finally get America into the FPD world.
Closer Look: Sorting out the DDR food fight
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1/16/2002   Post a comment
As if the DRAM industry didn't have enough turmoil what with consolidations and wild price fluctuations, attention is now being diverted by the ongoing spat between the Advanced DRAM Technology alliance and JEDEC over the future of double-data-rate (DDR) memory.
Silver lining still hard to see at Pebble Beach summit
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1/10/2002   Post a comment
PEBBLE BEACH, Calif. -- A year ago at the 2001 Industry Strategy Symposium (ISS) here, there was good news and some bad news in the making for semiconductor equipment makers. Tool vendors were coming off record growth in the boom of 2000, but signs were building of a possible slowdown in 2001.
Opinion: Don't count out independent distributors
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1/8/2002   Post a comment
I certainly agreed with Robin Grey's comments regarding the value authorized distribution provides -- and has always provided --in the electronic component supply chain. I further agree that the doubts "some pundits and electronic supply chain entities" have expressed as to the role of authorized distribution in the 21st century have been put to rest. Indeed, the franchise distributor's obituary, like the news of
Closer Look: Intel consigns Rambus to a niche market
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1/7/2002   Post a comment
With the introduction of its 845D double-data-rate SDRAM chipset Monday, Intel Corp. closed the book on trying to dictate mainstream PC memory with Rambus. Yes, Intel will still support Direct RDRAM for its high-end workstations and desktops, but this is a niche market. From now on, not only has Intel jumped on the DDR bandwagon full force, but the new convert is now trying to drive the DDR parade.


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