It’s good when forecasts come true. And it is especially good when the forecasts connected with profits come true :-) For instance, Nanya’s August forecasts turned out absolutely correct (when they supposed that DDR SDRAM would get much more popular by the end of the year), and now they take advantage of the situation with the shortages to get good revenues.
As we read over here, they report that in December DDR SDRAM will win around 75% of the entire Nanya production (now it occupies only 56%) and will reach 12 million "128Mbit equivalents" per month (see this news story). Later on, the share of DDR SDRAM chips in the production of this company will keep growing and 128Mbit SDRAM chips will be discontinued. Next year 3/4 of its production lines will be involved into production of 128Mbit DDR, and 1/4 – into production of 256Mbit DDR SDRAM and SDRAM. Besides, they claim that around 10% of their production is already occupied by the today’s fastest PC2700 DDR SDRAM.
The analysts suppose that Nanya is about to become the largest manufacturer of 256Mbit DDR SDRAM chips and one of the most important figures in the DDR memory market (while the other manufacturers are still a bit behind).
Unfortunately, far not everyone can boast making correct forecasts. For example, Micron didn’t pin any hope upon DDR SDRAM, believing that the demand for this memory type would grow significantly only in Q2 2002. As a result, they will be making only some 2 million "128Mbit DDR equivalents" per month by the end of the year. And now Micron is No 2 world’s memory manufacturer owning 20% of the market...