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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
19:12 (GMT+8)
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Buyers shift attention to DDR3 in spot market, says inSpectrum Nov 6, 16:35 With the DRAM market continuing to experience tight DDR2 supply in the contract market, buyers in the spot market have shifted their attention to DDR3 this week (November 3-6), resulting in a big price jump, according to inSpectrum. Read more |
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Elpida swings to operating profit in Jul-Sep 2009 Nov 5, 17:04 Elpida Memory has announced net sales for the second quarter of its fiscal 2009 (ended September 30, 2009) rose 32.1% sequentially to 95.9 billion yen (US$1.06 billion), with operating income returning to the black. The Japan-based memory producer generated an operating profit of 800 million yen in the July-September quarter, compared to losses of 42.3 billion yen in the prior quarter and a loss of 24.5 billion yen a year ago. 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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Nanya and Inotera 2010 capex to rise Oct 22, 10:41 Nanya Technology and Inotera Memories plan to increase their capex for 2010 to accelerate their process advancement, according to the companies. Both Taiwan-based DRAM makers have reported significantly narrower losses for the third quarter of 2009. Read more |
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Nanya losses narrow significantly in 3Q09 Oct 21, 16:30 DRAM maker Nanya Technology saw revenues grow 42% sequentially in the third quarter of 2009, with operating losses almost halved from the prior quarter. Net losses for the quarter also showed 41% improvement on quarter, thanks to higher ASPs, according to the company. Read more |
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Inotera and Nanya announce machinery purchases Stockwatch - Oct 15, 12:18 DRAM makers Inotera Memories and Nanya Technology have recently spent NT$8.28 billion (US$257 million) and NT$1.26 billion, respectively, on new equipment, according to company filings with the Taiwan Stock Exchange (TSE). Read more |
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Hynix adds 1Gb DDR3 built on 54nm Oct 12, 11:41 Hynix Semiconductor has announced its second-generation 1Gb DDR3 chip using 54nm process technology. The new 1Gb DDR3 chip available now in x4 and x8 configurations, and has been produced in mass volume from this month (October 2009). 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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Elpida readies 40nm 2Gb DDR3 SDRAM Oct 8, 10:55 Elpida Memory has announced that it had completed development of a 40nm 2-gigabit (2Gb) DDR3 SDRAM, with sample shipments slated for November and mass production expected to begin before the end of 2009. Read more |
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PTI posts revenues high in September 2009 Oct 7, 15:25 Memory packaging and testing house Powertech Technology (PTI) has announced revenues for September 2009 rose 1.8% on year to NT$2.75 billion (US$85 million), replacing its previous high of NT$2.72 billion recorded November 2008. 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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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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DRAM and NAND flash spot pricing gains momentum, says inSpectrum Sep 25, 16:52 Buoyed by strong pricing in the contract market, spot prices of mainstream DRAM and NAND flash chips enjoyed a big jump this week (September 21-25), according to inSpectrum. Read more |
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Nanya to raise capital through rights issue Stockwatch - Sep 25, 14:19 The board of directors of Nanya Technology has approved a plan to raise capital through rights issue to fund equipment purchase for its 12-inch Fab-3A and repay corporate bonds, according to a company statement with the Taiwan Stock Exchange (TSE). 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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Samsung boosting DDR3 output, expects tightness to ease soon, says exec Sep 23, 11:14 Samsung Electronics is aggressively ramping up production of DDR3 chips, according to Oh-Hyun Kwon, president of the company's semiconductor business. As a result, current chip shortages are expected to ease soon. Read more |
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Memory backend firms enjoy rising DDR3 shipments Sep 21, 16:15 Taiwan-based memory packaging and testing houses Powertech Technology (PTI) and Walton Advanced Engineering have landed growing orders for DDR3 memory, according to market watchers. Both memory backend specialists have seen their packaging utilization rates reach 90%. Read more |
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Memory backend supplier Walton says DRAM demand picking up Sep 21, 11:53 Walton Advanced Engineering, a Taiwan-based memory packaging and testing house, expects monthly revenues to grow sequentially through November, according to the company. The backend supplier has seen increased demand from DRAM customers since July. 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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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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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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DRAM and NAND flash spot prices flat this week, says inSpectrum Aug 28, 17:08 Spot pricing for both DRAM and NAND flash remained stable this week (August 24-28) with only a mild price rise being observed, said inSpectrum. The spot price of the mainstream 1Gb DDR2 chips increased by 0-2% this week, with both branded and effectively-tested DDR2 averaging US$1.50 as of the noon session of August 28. 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 and NAND flash spot pricing loses momentum, says inSpectrum Aug 14, 17:17 DRAM and NAND flash spot pricing lost its momentum this week (August 10-14), marking an end to recent price rises in the market, noted inSpectrum. Read more |
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Elpida to volume produce 2Gb DDR3 on 40nm in 4Q09, says paper Newswatch - Aug 11, 14:27 Elpida Memory is scheduled to kick off volume production of 2Gb DDR3 devices using 40nm-class process technology in the fourth quarter of 2009, the Chinese-language Economic Daily News (EDN) has cited the Nikkan Kogyo newspaper as indicating. Read more |
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DDR3 prices up by double-digits in 1H August, says DRAMeXchange Aug 10, 15:58 The average contract price of 1Gb DDR3 chips has continued to rally to US$1.50 in the first half of August, up 11.9% sequentially, according to data gathered by DRAMeXchange. Thanks to the promotion of new ultra-thin notebooks, as well as limited supply from DRAM makers, prices began trending upward in the second half of June. Read more |
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DRAM maker PSC to drop unpaid leave policy, seeing market recovery in 2H09 Aug 10, 10:34 Powerchip Semiconductor Corporation (PSC) has said it plans to cancel its unpaid leave policy starting from August 21, as the DRAM maker is optimistic about a market recovery in the second half of 2009. Read more |
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Inotera loss narrows in 2Q09, on track to migrate to 50nm Aug 7, 11:57 Inotera Memories, a joint venture between Micron Technology and Nanya Technology, saw its net loss for second-quarter 2009 narrow to NT$4.11 billion (US$125 million) compared to a loss of NT$5.32 billion in the prior quarter. Revenues for the quarter grew 17% sequentially with shipments up 43%, according to the company. 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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Nanya reports narrower loss for 2Q09 with ASPs up 31% Aug 6, 16:11 Nanya Technology has announced revenues for the second quarter ended June 30, 2009 increased 31% sequentially to NT$8.09 billion (US$247 million), with the net loss narrowing to NT$6.55 billion compared to losses of NT$10.51 billion in the prior quarter and NT$7.29 billion a year ago. 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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Memory backend house PTI sales up on demand for DDR3 and NAND flash Aug 6, 12:09 Memory packaging and testing service provider Powertech Technology (PTI) has announced its revenues for July climbed to NT$2.65 billion (US$81.04 million), up 5.8% sequentially and 0.1% on year. The Taiwan-based backend house had experienced on-year revenue drops during the first six months of 2009. 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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DRAM to drive up average commodity chip pricing, says iSuppli Aug 5, 09:46 Average global pricing for commodity electronic components is expected to rise by 2.3% sequentially in the third quarter of 2009, thanks to shortages and resulting price hikes for memory chips, according to iSuppli. With DRAM accounting for 9.1% of global semiconductor revenues in 2008, the price increase in this area is having an inordinate impact on overall component costs. Read more |
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Elpida ASP up 27% in fiscal 1Q09 Aug 5, 09:36 Japan's Elpida Memory has announced a net loss of 44.4 billion yen (US$470 million) for the quarter ended June 30, 2009, compared to a loss of 60.9 billion yen in the prior quarter. However, the loss still widened from a loss of 13.8 billion yen recorded a year ago. Read more |
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Inotera sets GDR price Aug 3, 15:21 Taiwan DRAM maker Inotera Memories has set the price of its global depositary receipt (GDR) at US$4.8757 per unit, which is about 10% lower than the company share's closing price on July 30, according to the company's filing with Taiwan Stock Exchange (TSE) on July 31. 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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Memory backend house PTI upbeat about 3Q09; raises capex Jul 31, 14:07 Powertech Technology (PTI) has increased its 2009 capex to NT$5 billion (US$151.97 million) to fund new backend equipment purchases, revising its original plan of NT$3 billion, according to company chairman DK Tsai. The memory packaging and testing house now expects revenues for the third quarter to grow around 10% sequentially, returning to the NT$8 billion mark that it achieved a year ago. Read more |
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Micron intros DDR3 load-reduced DIMM Jul 31, 12:18 Micron Technology has announced what it claims to be the industry's first DDR3 load-reduced, dual-inline memory module (LRDIMM) for servers. The new LRDIMMs will be manufactured using Micron's 1.35 volt, 2Gb 50nm DDR3 memory chips. 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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PTI, FATC to see growing sales proportions from DDR3 Jul 28, 17:12 Memory packaging and testing houses Powertech Technology (PTI) and Formosa Advanced Technologies Company (FATC) are expected to see growing sales contributions from the DDR3 segment each quarter through the end of 2009, as customers are gearing up for production ramps, according to industry sources. 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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Samsung begins mass production of 2Gb DDR3 on 40nm Jul 22, 15:37 Samsung Electronics has announced that it has begun mass producing 2Gb DDR3 devices using 40nm class process technology. 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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| 97 news tagged DDR3 (1/2) | |
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