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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
16:45 (GMT+8)
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MicroSD card inventory clearing hurts NAND flash spot pricing, says inSpectrum Nov 13, 17:04 The DRAM and NAND flash spot markets were weak this week (November 9-13), said inSpectrum. The downhill price trend for NAND flash continued as some vendors were aggressive in clearing their microSD card inventories. For DRAM, pricing followed seasonal patterns, as industry players thought chip prices were already too high. Read more |
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DDR3 prices to rise above DDR2 soon, say makers Nov 11, 10:28 With PC OEMs pushing the migration to DDR3, the next mainstream memory chip will soon be traded above the ASP for DDR2 chips in both spot and contract markets, according to sources at DRAM producers and module houses. Contract prices for mainstream 2GB modules soared more than expected during the first half of November amid strong demand in the PC market, the sources said. Read more |
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Samsung, Hynix continue to expand DRAM presence, says DRAMeXchange Nov 9, 15:08 Global DRAM revenues increased 40.7% on quarter to US$5.719 billion in the third quarter of 2009, according to DRAMeXchange. Samsung Electronics' and Hynix Semiconductor's combined share expanded to 55.1% in the quarter, compared to 53.1% in the prior quarter. Read more |
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DDR2 spot prices to hit US$3, says DRAMeXchange Nov 5, 13:55 Spot prices for DDR2 1Gb chips are likely to reach US$3 as supply remains tight throughout November, DRAMeXchange forecast in its latest report. Read more |
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DRAM contract prices up in 2H October, says DRAMeXchange Oct 23, 16:56 Contract prices for both 1Gb DDR2 and 1Gb DDR3 chips continued to rally in the second half of October 2009, with the former topping US$2, according to data from DRAMeXchange. The average price of 1Gb DDR2 chips edged up by 15.7% to US$2.06, surpassing 1Gb DDR3 at US$1.94. Read more |
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DRAM contract prices continuing rally through 4Q09; shortage expected in 2010, says Nanya VP Oct 22, 11:25 Contract quotes for DRAM chips will continue to rise in November, according to Pai Pei-Lin, vice president and spokesperson of Nanya Technology. Pai also foresees a shortage of memory chips in 2010, as PC replacement demand will outpace capacity expansion. Read more |
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Taiwan DRAM makers stepping up output to cash in on DDR2 price hikes Oct 13, 14:37 As 1Gb DDR2 prices have been rising toward US$2.50, Taiwan-based DRAM makers have immediately hiked their production in an attempt to turn their operations profitable, according to industry sources in Taiwan. Inotera Memories, Powerchip Semiconductor Corporation (PSC) and ProMOS Technologies have scaled up DDR2 production significantly at 300mm (12-inch) fabs, seeking to start generating monthly profits. Read more |
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DDR2 contract prices surpass DDR3 in 1H October Oct 9, 15:06 Contract quotes for 2GB DDR2 modules went up to US$31.50 on average in the first half of October 2009, exceeding the level of US$31 that DDR3 parts achieved, according to data from DRAMeXchange. 1Gb DDR2 chips edged up to US$1.78, also surpassing 1Gb DDR3 at US$1.75. Read more |
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Taiwan memory module makers brace for NAND flash shortage Oct 9, 12:23 Taiwan-based memory module houses are moving to diversify their NAND flash suppliers to minimize procurement risk, according to industry sources. NAND flash supply has reportedly become tighter as major chip producers Samsung Electronics, Toshiba, Micron and Hynix Semiconductor favor demand for Apple devices. Read more |
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Rexchip breaks even in 3Q09, says PSC Oct 6, 15:51 Rexchip Electronics may have broken even in the third quarter of 2009, according to Powerchip Semiconductor Corporation (PSC) vice president and spokesperson Eric Tang. The joint venture also began seeing monthly profits in September, Tang noted. Read more |
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DDR2 price rally may last no more than six months, says analyst Oct 1, 12:00 Prices of DDR2 chips will continue to enjoy a rally and probably surge over those quoted for DDR3 parts, but the honeymoon period is expected to last for six months at best before DDR3 becomes the mainstream, according to Morgan Stanley analyst Frank Wang. Read more |
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Samsung stops selling DRAM chips to Taiwan market, say Taiwan makers Sep 29, 14:48 Samsung Electronics has decided that for the time being it will only sell DRAM modules to its Taiwan-based customers including module makers, and not DRAM chips, according to industry sources in Taiwan. This will reduce the business room for Taiwan-based module DRAM, the sources pointed out. Read more |
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Elpida develops 2Gb DDR2 mobile RAM Sep 28, 16:29 Elpida Memory has announced it has developed its first 2Gb DDR2 mobile RAM for mobile applications such as smartphones, netbooks and mobile Internet devices (MIDs). Sample shipments are expected to begin in October with the start-up of mass production scheduled for the first half of 2010. Read more |
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IC testing house Thailin to see losses narrow in 3Q09 Sep 28, 14:18 Thailin Semiconductor has said it expects to see losses narrow in the third quarter thanks to increasing demand for logic IC testing. The Taiwan-based IC testing house has seen logic IC utilization reach 70-80%, and expects the rate to increase to 90% in October. Read more |
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DDR2 spot prices hit US$2 earlier than expected Sep 28, 11:41 Recent spot prices for DDR2 1Gb 800MHz chips climbed to US$2, according to DRAMeXchange. The growth momentum accelerated faster than previously expected, and may enable upstream memory makers to stage an early turnaround, industry sources have commented. Read more |
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DDR2 spot prices approaching US$2 faster than expected Sep 25, 14:03 Spot prices for 1G DDR2 chips are approaching US$2 faster than expected, as major Taiwan-based suppliers are experiencing issues ramping up their production, according to industry sources. Read more |
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Taiwan DRAM makers see operations generate net inflow of cash Sep 22, 17:02 Taiwan-based DRAM makers Inotera Memories, Powerchip Semiconductor Corporation (PSC) and ProMOS Technologies have had their business operations turning from net outflow into inflow in their cash flow accounts, thanks to higher DDR2 memory chip prices, according to industry sources. Nanya Technology has also begun generating positive cash flow on the continued price rally. Read more |
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DDR2 spot pricing to hit US$2, says Nanya VP Sep 18, 15:31 Spot pricing for 1Gb DDR2 chips is likely to reach US$2 after October, as the supply will continue to lag demand, according to Pai Pei-Lin, vice president and spokesperson of Nanya Technology. Nanya's contract quotes for DDR2 are now at US$2, almost 20% more expensive than the spot pricing. Read more |
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DDR2 spot pricing to continue rally until end-2009 Sep 15, 15:12 Spot prices for 1Gb DDR2 are expected to hit US$1.8 soon, and climb further to approach US$2 at the end of 2009, according to DRAM module houses. The growth momentum reflects increased demand from PC OEMs for the fourth quarter, as well as an increase in end-market seasonal demand. Read more |
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DDR2 pricing weakened on profit-taking; NAND flash stable, says inSpectrum Sep 11, 17:07 Brisk sales continued in both the DRAM and NAND flash spot markets during the week of September 7-11, according to inSpectrum. The average selling price (ASP) for 1Gb DDR2 once surpassed the US$1.70 mark, but some traders started taking profits, resulting in a mild drop in DDR2 ASP. In the NAND market, ASP remained stable. Read more |
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DRAM contract prices up 5-8% in 1H September, says DRAMeXchange Sep 8, 12:03 Contract pricing for 1Gb DDR2 and 1Gb DDR3 have continued growth momentum to average US$1.53 and US$1.66, respectively, up 8.5% and 5.1% sequentially in the first half of September, according to DRAMeXchange. Contract quotes for 2GB DDR2 and 2GB DDR3 modules have gone up to US$27.50 and US$29.50, respectively, on average in first-half September. Read more |
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Upcoming holidays in China spur DRAM and NAND flash spot pricing, says inSpectrum Sep 4, 16:22 The upcoming National Day holiday in China has spurred spot pricing for both DRAM and NAND flash this week (August 31-September 4) as distributors in the Greater China region have started preparing inventory for the week-long holidays, said inSpectrum. Read more |
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Nanya and Inotera see better August Sep 3, 16:04 DRAM maker Nanya Technology has announced revenues of NT$3.65 billion (US$111 million) for August 2009, and saw the on-year growth improve to negative 8% compared to double-digit drops from May through July. Its joint venture with Micron Technology, Inotera Memories, also posted a narrower on-year drop compared to the previous three months. Read more |
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DRAM maker PSC revenues down more than 47% on year in August Sep 3, 12:12 Powerchip Semiconductor Corporation (PSC) has announced revenues for August 2009 slid 47.57% on year to NT$2.64 billion (US$80 million), showing improvement compared to revenue drops of more than 50% over the previous nine months. On a sequential basis, the figure represents a 79% jump. Read more |
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DDR2-DDR3 crossover draws near Sep 2, 11:27 The crossover between DDR2 and DDR3 pricing may take place soon, and is expected to benefit Taiwan's struggling DRAM makers in the short term, according to market sources. Read more |
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DDR2 spot pricing hits US$1.50 Aug 20, 10:41 DDR2 spot pricing has continued its rally to surpass US$1.50, coming closer or even meeting suppliers' cost levels, according to industry sources. The price hike may cause PC OEMs to shift orders from the spot market to contract suppliers. Read more |
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Elpida DRAM sales soar in 2Q09, says iSuppli Aug 20, 01:00 Japan's Elpida Memory was the star of the global DRAM market in the second quarter, with a robust increase in its pricing causing its revenue to surge by 50% from the first quarter, according to iSuppli. Read more |
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DRAM maker PSC scaling up production Aug 19, 10:44 DRAM maker Powerchip Semiconductor Corporation (PSC) has increased production to 80,000 wafers per month, up from 40,000 units in the second quarter, according to industry sources. The chipmaker is moving to scale up monthly production further to 100,000 units later this year thanks to optimism about DRAM pricing trends. Read more |
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DRAM module maker PQI to issue CBs, new shares Stockwatch - Aug 17, 15:39 DRAM module maker Power Quotient International (PQI) plans to issue five-year domestic convertible bonds (CBs) worth no more than NT$600 million (US$18.2 million) to strengthen its financial structure, according to the company's filing with the Taiwan Stock Exchange (TSE). Read more |
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DDR2 spot prices to reach US$1.50 or beyond, says DRAMeXchange Aug 13, 15:13 Spot prices for DDR2 1Gb chips are expected to reach US$1.50 or even higher in the second half of 2009 because of tighter supply, according to DRAMeXchange. Pricing has trended upward by over 30% since the middle of July. Read more |
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Sustained DDR2 price hike draws spotlight, says inSpectrum Aug 7, 10:15 An upward pricing trend for both DRAM and NAND flash persisted in the spot market this week (August 3-6), backed by a positive price projection. Among all items, the growth momentum for DDR2 pricing particularly drew the spotlight, as both suppliers and buyers were aggressive in pushing DDR3, according to inSpectrum. Read more |
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Transcend reports better-than-expected 2Q09; profits up 51% Aug 6, 15:11 Memory module maker Transcend Information performed better-than-expected in the second quarter of 2009 with its net profits reaching NT$910 million (US$27.83 million), translating to an EPS of NT$2.31. Net profits for the first half of the year totaled US$1.82 million, up 85.7% from a year earlier. Read more |
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A-Data July 2009 sales up 26% on growing shipments Newswatch - Aug 5, 15:44 Memory-module maker A-Data Technology has announced revenues for July 2009 increased 26% on month to NT$2.59 billion (US$79.3 million), with shipments up more than 25%. The company also saw July sales up 1.09% compared to NT$2.56 billion a year ago. Read more |
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Acer to use DDR2 for part of its notebook lineup Jul 31, 15:38 Acer has decided to use DDR2 memory modules for part of its notebook lineup, including ultra-thin models, instead of DDR3 parts for which supplies have increasingly become tight, according to industry sources. Read more |
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DRAM market improving, says iSuppli Jul 30, 10:12 Amid a shortage of DDR3 memory and a resulting rise in pricing, iSuppli has upgraded its rating of near-term conditions for DRAM suppliers to positive. The research firm had maintained its negative rating since September 2008 until it upgraded the condition to neutral two weeks ago. Read more |
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Samsung to raise DDR2 prices, sources claim Jul 28, 15:10 Samsung Electronics is mulling raising the quote for its 1Gb DDR2 chips to US$1.50, as it is revising its pricing strategy, according to industry sources in Taiwan. Read more |
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DRAM makers seeking to narrow price gap between DDR2 and DDR3 Jul 24, 14:21 Some DRAM chipmakers intend to sell DDR3 chips bundled with DDR2, in order to narrow the price gap, which has widened to surpass 50% at the spot market and 10% in the contract segment, according to industry sources. Read more |
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DDR2 contract prices moving up in 2H July, says DRAMeXchange Jul 21, 14:04 Contract prices for DDR2 and DDR3 modules have trended upwards in the second half of July, according to data available from DRAMeXchange. Average contract prices for 2GB DDR2 and 2GB DDR3 modules increased 2-5% and 6-9%, respectively, to US$22.50 and US$24.50. Read more |
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Nanya to raise DRAM contract prices by 5-10%, says paper Newswatch - Jul 20, 14:58 Nanya Technology plans to raise DDR2 contract prices by 5-10% in July after concluding negotiations with PC OEMs, a Chinese-language Econonic Daily News report cited company spokesperson Pei-Lin Pai as saying. Pai was quoted in the paper as saying that demand for PC and consumer electronics applications is picking up. Read more |
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Enlarging price gap between DDR2 and DDR3 in spot market, says inSpectrum Jul 17, 17:07 With a positive market outlook for DDR3, the price gap between DDR2 and DDR3 increased further in the spot market, inSpectrum said. Read more |
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A-Data and Transcend expected to net NT$2 per share or above in 2Q09 Jul 14, 15:38 A-Data Technology and Transcend Information are expected to see their second quarter profits maintain or surpass levels seen in first-quarter 2009, as DRAM prices are on a return to cost levels, according to market watchers. Read more |
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DRAM contract prices stay flat in 2H June, says DRAMeXchange Jun 24, 14:38 Contract prices for DDR2 and DDR3 modules have stayed flat in the second half of June, following low- to mid-single-digit percentage gains in the first half, according to DRAMeXchange. Though chip suppliers earlier voiced their intentions to raise product quotes, the pricing trend has discontinued its growth momemtum. Read more |
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DDR3 contract prices to continue growth momentum in 2H June, says DRAMeXchange Jun 18, 16:15 Contract prices for DDR3 are expected to continue growing in the second half of June, thanks to increased demand on the launch of ultra-thin notebooks, according to DRAMeXchange. As DDR2 contract prices will remain almost unchanged in the latter half of the month, the price gap between DDR2 and DDR3 is likely to widen. Read more |
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Contract prices up for DRAM in 1H June, but down for NAND flash Jun 9, 16:08 Contract prices for DDR2 and DDR3 modules went up 2-5% and 4-5%, respectively, in the first half of June, data gathered by DRAMeXchange has shown. But for NAND flash, contract prices edged down, with mainstream 16Gb MLC parts down 2-6% to US$4.06 on average. Read more |
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DRAM contract prices expected to up double-digits in June, says Nanya Jun 3, 14:34 DRAM contract prices are poised for a double-digit gain in June, according to Pei-Lin Pai, spokesperson for Nanya Technology. Nanya has raised the contract price of its chips, said Pai, who also urged fellow rivals to follow suit. Read more |
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DRAM contract prices on the rise in 1H May, says DRAMeXchange May 8, 17:05 Contract quotes for 2GB DDR2 modules for the first half of May have increased by 5-10% to US$18-22, and 2GB DDR3 parts by 5-12% to US$19-22.5, according to data compiled by DRAMeXchange. Read more |
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DRAM contract prices poised for 10-15% growth in May, says DRAMeXchange May 6, 14:22 DRAM contract prices are set to rise 10-15% to between US$9-10 per GB in May, up from US$8-8.5 last month, according to DRAMeXchange. Read more |
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Kingston optimistic DRAM prices to rise in 3Q09 May 5, 15:36 DRAM prices will be driven up mainly by demand from the China market throughout the third quarter of 2009, with quotes for 1Gb DDR2 to rise from US$1 at present, to US$1.50 or higher, according to Scott Chen, vice president for APAC business at Kingston Technology. Chen said there is little chance that the price of mainstream DDR2 chips will fall to below US$1 in the quarter. Read more |
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Samsung said to push DDR3 by offering low prices Apr 28, 17:15 Samsung Electronics has recently offered low pricing for its 2GB DDR3 parts to some first-tier PC vendors, making its DDR3 module just US$1 more expensive than a 2GB DDR2 module, according to sources at Taiwan's DRAM makers. Rivals with less cost competitiveness may find DDR3 production profitless, the sources added. Read more |
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Lanner expands line of Atom-based Luge computers for embedded applications Apr 28, 16:43 Lanner Electronics has announced the launch of a compact Intel Atom-based industrial PC with extended temperature range and industrial-use I/O interfaces. Read more |
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| 72 news tagged DDR2 (1/2) | |
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