Technoloy
groups.
Stack Technology Group.

Figure 1. Stack
technology group.
NEC and Hitachi
separated their DRAM business division to start up "Elpida" in 1999.
Mitsubishi separated
its DRAM sales division into Elpida from 2003. Meanwhile, Mitsubishi will
also terminate the technology agreement with Powerchip at 0.12um. - Powerchip
capacity reservation for Mitsubishi will also terminate in 2003.
Elpida has a 0.11
um technology agreement with Powerchip. The agreement also will involve Powerchip
capacity reservation for Elpida.
Trench
Technology Group.

Figure 2. Trench
technology group.
IBM, Infineon and
Toshiba used to be a group to co-developing trench technology. Toshiba retreated
from DRAM business in 2001 and terminated the technology translation agreement
with Winbond. The capacity reservation agreement also ended in April 2002.
IBM also dropped
out from developing DRAM technology. The technology transfers from IBM to
Nanya tech will stop at 0.14/0.11um.
Infineon and Nanya
announced cooperation on developing 0.09um and 0.07um technology in 2002.
A 50/50 join venture company - Hwaya will be set up to run 12" memory
fab for both Infineon and Nanya.
Infineon has to
renew the capacity reservation agreement with Mosel/ProMOS from 2003. The
technology license agreement between Infineon and ProMOS will stop at 0.11um.