DRAM CHIPS SHORTAGE TO WORSEN IN Q3: DAEWOO SECURITIES
With personal computer
manufacturers' high season arriving in the third quarter, shortages in DRAM
chips are expected to get worse, to push 64 megabyte DRAM chip prices above
Daewoo Securities (KSE: 06800) said the recent price hike is a clear indication
Daewoo said Intel's CPU supply is back to normal after an accident in a Mexico
plant, and the high season is on its way.
Intel's decision to lower CPU prices spurred sales of high performance computers
and raised demand for DRAM chips.
"Samsung Electronics has only 1-2 weeks of supply, far below the appropriate
inventory level of 4-5 weeks, and the shortage will get worse as manufacturers
prepare for the Christmas season in the third quarter," said Chon Byung-seo,
analyst at Daewoo securities.
He forecast a 30 percent increase in DRAM chip prices will bring Samsung
Electronics (KSE:05930) and Hyundai Electronics (KSE:00660) 1 billion dollars
more in profits over the first half of this year and recommends both
semiconductor manufacturers a strong buy.
INDUSTRY KEYWORD: Semiconductors
IBM TARGETS SMALL BIZ WITH LOW-COST THINKPADS
IBM will introduce "the most
affordable ThinkPads ever" Monday, fleshing out its popular notebook line with
two models that target students, entrepreneurs, and small companies, an official
TYCO, CISCO SYSTEMS ACHIEVE RECORD UNDERSEA IP TRANSMISSION
(Full text of a statement. Contact
Tyco Submarine Systems Ltd.
ANOTHER STRONG DAY FOR THE TECH SECTOR
It has been another strong day
for the technology sector as Internet and chip stocks went on a tear. As a
result, the tech heavy NASDAQ is up 201.50, or 5.6 %, to 3 784, adding to
yesterday's 5.3 % move. Leaders include Sun Microsystems (SUNW) rising 5 1/16,
CHIP SALES SOAR TO RECORD HEIGHTS IN APRIL
The chip market sizzled in April,
setting a record high of $15.2 billion in sales for the month, according to data
released Friday by the Semiconductor Industry Association.
PREPARE TO ENTER THE BRAVE NEW WORLD OF ASPS
Just like patterns and colors,
technology flavors change with the seasons. For instance, e-tailing became an
American obsession, while investors went mad about
business-to-business electronic commerce companies. So far this year, the most
OUTLOOK PATCH POSES COMPATIBILITY RISK
Nearly a month after its Outlook
messaging client propagated the most disruptive computer viruses to date,
Microsoft is ready to release a revamped patch meant to address restrictions in
an initial fix introduced last month. But will the latest cure inflict its own
SONY TO LICENSE PLAYSTATION 2 TECHNOLOGY TO OTHER MANUFACTURERS
Japanese electronics giant Sony will
begin licenses programs and other components used in its PlayStation 2 video
game console to other electronics manufacturers by next year, the company