How are RDRAM yields?
There has been some confusion between wafer yields and speed yields. While wafer yields are comparable to SDRAM yields, the yields for PC800 may be in the 15-20% range at the start of production in the case of some manufacturers. Today, there are three speed grades available, PC600, PC700 and PC800. Most DRAMs yield to one of the three speed grades. As production volumes ramp, the speed yields improve as well. FiringSquad: Samsung is currently the only manufacturer making a significant amount of RDRAM. When will the other manufacturers begin ramping up RDRAM production? When does Rambus expect RDRAM to achieve price parity with SDRAM? Since February, five DRAM suppliers have been validated and are all in production. We expect two additional suppliers to join their ranks in the second half of this year. In a commodity business like DRAMs, the highest volume component is the one that achieves the lowest price. As some point in time when RDRAM volume exceeds SDRAM volumes, SDRAM will cost
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