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NEWS & VIEWS |
Taipei,
Sunday, November 8, 2009
10:39 (GMT+8)
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Nanya to raise NT$16 billion Nov 6, 12:24 Nanya Technology on November 5 announced its board of directors has approved plans to raise an estimated NT$16 billion (US$491.94 million) by issuing 800 million new shares. The DRAM maker also said it is planning secure syndicated loans for an additional NT$18 billion later in November. Read more |
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PSC receives eTT DRAM orders from system makers Nov 6, 11:52 Powerchip Semiconductor (PSC), which mainly supplies effectively tested (eTT) DRAM chips to module customers, has recently landed orders from Taiwan- and US-based system vendors, according to industry sources in Taiwan. With supply in the contract market tightening recently, some PC OEMs are looking to spot market suppliers to meet demand. Read more |
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DRAM makers shift focus away from expanding capacity, says iSuppli Nov 6, 11:41 After engaging in a massive capital spending program during the middle of the decade, the worldwide DRAM industry now has sufficient manufacturing capacity to last through 2012, causing suppliers to cease expenditure on expanding production for the next few years, according to iSuppli. Read more |
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Elpida and ProMOS ink partnership on DRAM Nov 6, 10:28 Elpida Memory and ProMOS Technologies announced on November 6 the signing of a DRAM foundry agreement. 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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Elpida licensing deal with TIMC remains firm, says TIMC designated head Nov 5, 11:36 John Hsuan, who has been tapped to set up Taiwan Innovative Memory Company (TIMC), has reiterated that the licensing terms in an agreement reached with technology partner Elpida Memory remains unchanged. TIMC will be allowed to permanently use Elpida's patented IP without additional charges after acquiring a 10% stake in the Japan-based memory chip company. Read more |
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DRAM contract prices to rise by double-digits in November, says Nanya Nov 4, 11:06 Contract quotes for DRAM chips may continue to grow by a double-digit percentage in November, according to Pai Pei-Lin, vice president and spokesperson of Nanya Technology. Pai said he does not see a downward correction in the short term, as demand from PC OEMs remains strong. Read more |
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DRAM maker PSC revenues up 63% in October Nov 3, 16:35 Powerchip Semiconductor (PSC) has reported revenues of NT$4.239 billion (US$131 million) for October 2009, the highest since August 2008. The figure also showed a 63% growth from NT$2.603 billion a year ago, ending a 15-month streak of on-year revenue drops. Read more |
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US$2.50 reasonable for DRAM, says Kingston Technology Far East Nov 3, 14:54 US$2.50 is a healthy price level for both DRAM makers and PC ODM/OEM makers, according to Kingston Technology Far East chairman DK Tsai, who also heads packaging and testing firm Powertech Technology (PTI). Tsai pointed out that DRAM production costs are US$2.20-2.30 based on 70nm processes, US$1.80-2 on 60nm and about US$1.50 on 50nm, implying DRAM makers can profit from US$2.50 price levels. Read more |
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DRAM module makers post outstanding 3Q09 profits Nov 2, 15:59 Taiwan memory module makers A-data Technology, Transcend Information and Power Quotient International (PQI) all saw significant profit growth in the third quarter of 2009. Read more |
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Taiwan DRAM makers see losses narrow in 3Q09; expected to break even in 4Q09 Nov 2, 15:00 Taiwan-based DRAM makers saw losses narrow in third-quarter 2009 with combined losses at Powerchip Semiconductor Corporation (PSC), ProMOS Technologies, Nanya Technology and Inotera Memories totaling NT$17.5 billion (US$537.57 million). The companies are expected to reach breakeven in the fourth quarter as DRAM pricing grows stronger, according to market watchers. Read more |
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DRAM spot pricing continues going up on tightening supply concerns, says inSpectrum Oct 30, 17:11 Amid concerns about tightening DDR2 supply, DRAM spot pricing continued going up this week (October 26-30). NAND flash pricing, on the other hand, continued trending downward on weakened demand, according to inSpectrum. Read more |
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Winbond posts narrower 3Q09 loss, ups 2009 capex Oct 28, 14:50 Winbond Electronics has announced net sales for the third quarter of 2009 totaled NT$5.69 billion (US$175 million), up 36% from the previous quarter's NT$4.2 billion. Net losses for the quarter narrowed to NT$983 million, compared to a loss of NT$2.75 billion in the second quarter. Read more |
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SDRAM maker Zentel 3Q09 profits up significantly Oct 28, 14:34 Niche memory IC designer Zentel Electronics has announced net profits of NT$120 million (US$3.7 million) for the third quarter, compared to profits of NT$48 million in the prior quarter and NT$30 million in third-quarter 2008. The third-quarter profits represent a company quarterly record. Read more |
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PTI raises 2009 capex; chairman bullish on 2010 memory market Oct 28, 14:22 Memory packaging and testing house Powertech Technology (PTI) has raised its capex for 2009 to NT$7 billion (US$216 million) on optimism about the recent market rebound, according to company chairman DK Tsai. PTI in July increased its 2009 capex from NT$3 billion to NT$5 billion. Read more |
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DRAM backend supplier FATC nears full utilization Oct 27, 16:41 Formosa Advanced Technologies (FATC), a Taiwan-based memory packaging and testing service provider, has seen its capacity reach almost full utilization thanks to increased demand for DRAM and niche memory chips, according to market watchers. FATC is a major backend supplier for Nanya Technology and Inotera Memories. Read more |
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DRAM spot price stable; NAND flash weakens, says inSpectrum Oct 23, 17:10 DRAM spot prices were mostly stagnant this week (October 19-23) as buyers became hesitant upon seeing a stronger-than-expected pricing trend. NAND flash spot pricing continued posting a mild drop because of cheaper quotes for Intel chips, according to inSpectrum. 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 recovery to continue into 2010, says iSuppli Oct 23, 10:24 The DRAM industry in the second and third quarters of 2009 posted the strongest sequential growth in revenue and pricing seen in at least five years, indicating that the recent market rebound is real and is likely to continue into 2010, according to iSuppli. Read more |
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Hynix returns to profit in 3Q09 Oct 23, 10:23 Hynix Semiconductor swung to profits in the quarter ended September 30, 2009, following seven consecutive quarterly losses. The memory chipmaker attributed its return to the black to growing sales performance and a focus on profitable products. 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 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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PSC stands chance of turning a profit in 4Q09, says chairman Oct 21, 14:52 DRAM maker Powerchip Semiconductor Corporation (PSC) is likely to return to profit in the fourth quarter of 2009, if DRAM prices remain above US$2, according to company chairman Frank Huang. PSC's chip production costs using its 65nm process now averages US$1.60. Read more |
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PSC seeks government funding for new NAND flash company Oct 21, 11:28 Taiwan-based DRAM maker Powerchip Semiconductor Corporation (PSC) has developed its in-house NAND flash technology portfolio, and has submitted an application for government funding of NT$4.5 billion (US$140 million) to set up a new NAND flash company, according to company chairman Frank Huang. Read more |
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Taiwan government confirms TIMC and PSC submitted applications for aid Stockwatch - Oct 21, 10:16 In addition to Taiwan Innovation Memory Company (TIMC, previously called Taiwan Memory Company), Powerchip Semiconductor Corporation (PSC) has also submitted a restructuring plan to apply for financial aid from the government, according to the Industrial Development Bureau (IDB) under Taiwan's Ministry of Economic Affairs (MOEA). Read more |
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Nanya and Inotera may not apply for government funding Oct 20, 15:04 Taiwan-based Nanya Technology and its joint venture with Micron Technology, Inotera Memories, may be forced to withdraw their application for government funding following the sudden decision of Winbond Electronics to not partner with the Nanya camp, according to company sources. Read more |
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Taiwan government urges DRAM makers to apply for funding as deadline draws near Oct 16, 17:07 Officials from the Industrial Development Bureau (IDB) under Taiwan's Economics Ministry have issued a statement urging the local DRAM makers to actively support the development of Taiwan's home-grown DRAM IP and key technologies, expecting more applicants for government funding by the October 20 deadline. Read more |
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DRAM suppliers hike prices, says inSpectrum Oct 16, 16:40 The strong price upside for DRAM in the spot market continued in this week (October 12-16), following price hikes by some vendors and module makers, according to inSpectrum. But NAND flash spot pricing weakened. 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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Winbond 3Q09 revenues up 12% on year Oct 12, 12:14 Winbond Electronics, which is exiting the commodity DRAM business, has announced revenues for September 2009 grew 12.8% on year to NT$1.89 billion (US$58.6 million). Its revenues for the third quarter amounted to NT$5.69 billion, representing growth of 35.5% sequentially and 12.4% on year. Read more |
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Bullish outlook further drives DRAM spot pricing, says inSpectrum Oct 9, 17:10 Backed by a broad consensus that DDR2 supply is in short supply, the recent holidays in China have further sent traders sourcing more chips to prepare for potential post-holiday rise in demand, resulting in a sustained rally in average selling price (ASP), according to inSpectrum. Read more |
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IC material distributor Niching to see high sales in 4Q09 on DRAM and flash demand Oct 9, 12:33 Material supplier Niching Industrial's fourth-quarter revenues are likely to top NT$300 million (US$9.33 million), holding level with the third quarter, on strong demand for DRAM and flash related products, according to market sources. Its 2009 revenues are expected to surpass NT$1.2 billion, a less than 10% decline from its 2008 revenues, the sources added. Read more |
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Taiwan market: Samsung to launch own-brand memory cards soon Oct 8, 12:01 Samsung Electronics will begin to market own-brand memory cards in the Taiwan market at the end of October with Transcend Information handling back-end packaging and distribution, according to industry sources in Taiwan. Samsung and Transcend are expected to make some announcement on October 20. 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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A-Data and Transcend 3Q09 sales up on year Oct 7, 15:43 A-Data Technology and Transcend Information saw their revenues for the third quarter of 2009 return to an on-year growth track. Both companies saw September sales hit a high for the year. Read more |
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Niche memory IC designer Zentel sees 3Q09 sales up 41% on quarter Oct 6, 15:06 Zentel Electronics saw revenues hit a record at NT$419 million (US$15.23 million) in September, up 12.9% on month, helping lift the third-quarter revenues by 41.2% sequentially, according to company data. Read more |
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Taiwan Memory on track to tap niche market; commodity DRAM not a focus, says Hsuan Oct 6, 14:41 John Hsuan, who has been tapped to set up Taiwan Memory Company (TMC), has said the TMC project has been implemented as scheduled and will not be interrupted by recent complaints over its partnership with Elpida Memory. TMC will enter the niche memory sector with support from ProMOS Technology, said Hsuan, adding that commodity DRAM will not be its target. Read more |
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Commentary: US government action spells trouble for TMC and Elpida Oct 5, 16:50 The restructuring process of Taiwan's ailing DRAM industry, led by the government-backed Taiwan Memory Company (TMC), is likely heading into a storm now that the US government has pledged to press Japan and Taiwan over subsidies to Japan-based Elpida Memory. Read more |
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ChipMOS raises 3Q09 revenue estimates Oct 5, 15:25 Packaging and testing house ChipMOS Technologies has announced it now expects revenues for the third quarter of 2009 to grow 13-15% sequentially, compared to its previous estimate of a high single-digit percentage growth. The company attributed the upward revision to better-than-expected results in its DRAM and mixed-signal/logic businesses. Read more |
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DRAM and NAND flash spot pricing remains strong, says inSpectrum Oct 2, 16:02 Spot pricing for both DRAM and NAND flash remained strong this week (September 28-October 2). Only minimal changes were observed late in the week after the National Day holidays began in China, according to inSpectrum. 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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Winbond procures US$23 million worth of equipment from Qimonda Stockwatch - Oct 1, 10:18 Taiwan-based memory chipmaker Winbond Electronics has acquired US$23 million worth of equipment from Qimonda, which filed for bankruptcy in January, according to its filing with the Taiwan Stock Exchange (TSE). 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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Yosun, Supreme to see low revenue growth but high profit gain in September due to DRAM, NAND flash shortage Sep 25, 17:10 Memory IC distributors Yosun Industrial and Supreme Electronics may see weaker-than-expected revenues in September due to DRAM and NAND flash shortage, but they may enjoy high profits thanks to price hike of memory products, according to market sources. 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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A-Data taps former Samsung exec to advice Newswatch - Sep 24, 09:45 A-Data Technology has employed a former Samsung Electronics marketing executive as an advisor, according to industry sources in Taiwan. The former Samsung executive may take over the position of either president or CEO for the Taiwan-based memory module maker in the future. 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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A-Data buys PQI shares Stockwatch - Sep 23, 10:36 A-Data Technology has posted a filing with the Taiwan Stock Exchange (TSE) announcing a purchase of new shares worth NT$39.25 million (US$1.2 million) from rival Power Quotient International (PQI) through private placement. Accordingly, A-Data will hold a 0.86% stake in PQI. 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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| 564 news tagged DRAM (1/12) | |
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