Joyce Yang ,CH Chen , Emily Tsia , Judy Chen ,Roger Chu / QD011506P / Jan.15, 2006. (GMT+8) / DRAM [ 435 , pdf ] BUY NOW

"DRAMeXchange raises 2005 annual DRAM supply bit growth forecast to 55.5% amid the
slowing down migration to NAND Flash production, the faster than expected 12-inch fab
capacities ramp ups and the transition to 90nm production in the fourth quarter.

DRAMeXchange estimates that DRAM supply bit growth should decline to 49% in 2006. The
global 12-inch capacity should increase to a total of 5,245K in 2006, up only by 1,538K on year,
less than 1,997K increase in 2005. In addition, migration of 0.11-micron to 90nm would not be
as critical as the transition from 0.13- to 0.11-micron as the number of die increased will be
around 30% only, rather than the 0.13- to 0.11-micron’s 50% increase."