Some of Japan’s top DRAM companies are entertaining the possibility of an Intel investment.
Toshiba confirmed that it is considering an offer from Intel to help it meet 1999 DRAM production goals. NEC has also indicated that it is open to outside investment. Mitsubishi Electric, by contrast, rejected an Intel offer last week, saying that it can fulfill production plans unassisted.
The investment plans at Japan’s DRAM companies could seriously impact the world DRAM market, which is poised to switch over this year to the new, high-speed Direct Rambus memory interface. The costly production shift to Direct RDRAM could have a Darwinian effect on the principal players in the memory market, observers said.
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