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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
08:38 (GMT+8)
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Elpida opens DRAM testing lab in Munich Nov 20, 12:30 Elpida Memory has held a ceremony in Munich, Germany to officially open its test laboratory for DRAM chips at its Munich Design Center, which began operations in May 2009 as a GDDR development facility. Read more |
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ProMOS says partnership with Elpida not affected by TIMC fate Nov 13, 11:47 The uncertain fate of Taiwan Innovation Memory Company (TIMC, previously Taiwan Memory Company) has nothing to do with ProMOS Technologies' supply agreement with Elpida Memory, according to ProMOS chairman ML Chen. Read more |
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Elpida, Winbond ink deal for GDDR foundry service Nov 11, 11:50 Elpida Memory today (November 11) announced it has signed a memorandum of understanding (MOU) for DRAM foundry services with Taiwan-based Winbond Electronics. The agreement pertains to Winbond's supply of GDDR3 and GDDR5 graphic DRAMs for the Japan-based memory producer. 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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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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Elpida takes director-seat majority following Rexchip shuffle Nov 3, 15:47 Taiwan-based DRAM maker Rexchip Electronics has recently reshuffled its board of directors with Elpida Memory occupying six seats and Powerchip Semiconductor (PSC) four, according to industry sources in Taiwan. Although PSC chairman Frank Huang remains chairman of Rexchip, there may a large change in Rexchip's board after re-election which is scheduled in May 2010, the sources pointed out. Read more |
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Elpida sees operating profit in fiscal 2Q09 Oct 16, 16:18 Elpida Memory has announced preliminary results indicating that consolidated revenues for the quarter ended September 30, 2009 rose 32% sequentially to 96 billion yen (US$2.97 billion), while operating income for the fiscal second quarter of 2009 turned slightly into the black. The estimated operating profit represents a return to profitability following losses over the previous six quarters. Read more |
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PSC mulls buying back Rexchip shares from Elpida, say sources Oct 15, 11:42 Taiwan-based DRAM maker Powerchip Semiconductor Corporation (PSC) is mulling the possibility of buying back a portion of the Rexchip Electronics shares it has sold to Japan-based Elpida Memory, according to industry sources. Read more |
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Elpida acquires more Rexchip shares from PSC Oct 15, 10:47 Elpida Memory on October 14 announced that it has acquired a larger shareholding in Rexchip Electronics in order to strengthen the management of the consolidated subsidiary's operations. Based on the acquisition Elpida now holds 64% of Rexchip shares. Read more |
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Elpida says Taiwan subsidiary turned profitable in 3Q09 Oct 9, 17:11 Elpida Memory has said its production subsidiary, Rexchip Electronics, turned profitable in July-September on rising DRAM prices. Rexchip is expected to report a net profit of almost one billion yen (US$11.2 million) for the quarter, the first time for it to make an operating net profit in five quarters. 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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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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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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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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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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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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ProMOS to partner with Taiwan Memory, says paper Newswatch - Sep 18, 14:53 ProMOS Technologies, which has long been speculated to join the formation of Taiwan Memory Company (TMC), is expected to soon call off its compulsory unpaid leave policy and announce its participation in the government-led DRAM overhaul plan, according to a Chinese-language Economic Daily News (EDN) report. Read more |
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PSC loss widens in 2Q09; to sell more Rexchip shares to Elpida Aug 31, 10:55 Taiwan-based Powerchip Semiconductor Corporation (PSC) saw wider losses on both sequential and annual bases in the second quarter of 2009. Read more |
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ProMOS to see positive cash flow in 3Q09 Aug 28, 11:07 ProMOS Technologies may start generating positive cash flow in the third quarter of 2009, as DRAM pricing has rebounded to over US$1.50, according to company sources. The Taiwan-based computer-memory maker is also mulling plans to end compulsory unpaid leave for employees by the end of September, in preparation for capacity ramps as demand recovers. 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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Winbond inks GDDR licensing deal with Qimonda Aug 13, 10:13 Winbond Electronics has entered into a license, sale and purchase agreement regarding GDDR products with the insolvency administrator of Qimonda. Under the deal, Winbond will acquire licenses pertaining to patents, know how, and software from Qimonda to design, develop, manufacture and sell graphics DRAM products, according to the Taiwan-based memory maker. Read more |
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Winbond July revenues up, outperforming domestic peers Aug 11, 15:20 Winbond Electronics saw its revenues return to a growth track in July 2009, after posting on-year drops for 26 straight months. The Taiwan-based DRAM maker outperformed its domestic peers, seeing an end to its run of revenues decline. 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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Elpida set to enter 40nm in 2010, sources say Aug 7, 11:03 Elpida Memory is scheduled to migrate to 40nm-class production in 2010 to avoid lagging behind competitors, according to industry sources. The Japan-based memory maker intends to focus its efforts on developing a mature 40nm node, and regard 50nm as a transitional process. Read more |
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Elpida acquires GDDR patents and assets from Qimonda Aug 7, 09:23 Elpida Memory on August 6 announced that it has reached an agreement with Qimonda, which is now in insolvency proceedings, to acquire the Germany-based chipmaker's technology licenses and a portion of the design assets related to graphics DDR (GDDR) chips. 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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DRAM revenues up 27% in 2Q09, says DRAMeXchange Aug 5, 14:01 DRAM revenues grew 27.1% sequentially to US$4.04 billion in the second quarter of 2009, when the average price at the contract market went up by 23%, according to DRAMeXchange, which attributed the price rally to suppliers' production cutbacks and PC OEMs replenishing inventories. Read more |
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Winbond set to exit standard DRAM business, to add GDDR line Aug 5, 11:06 Winbond Electronics plans to lower its sales proportion from standard DRAM to 10% in 2010, and gradually phase out the business, according to company president Tung-Yi Chan. The Taiwan-based memory chipmaker has recently announced a plan to enter a product transfer and technology licensing agreement with Qimonda for graphics DDR (GDDR) chips. 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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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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PSC to receive NT$450 million loan from ASE Stockwatch - Jul 27, 10:13 IC packaging and testing house Advanced Engineering Semiconductor (ASE) has announced that its board of directors has approved a NT$450 million (US$13.7 million) loan to DRAM maker Powerchip Semiconductor Corporation (PSC). Read more |
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ProMOS terminates partnership with Hynix Jul 24, 10:28 ProMOS Technologies issued a filing with the Taiwan Stock Exchange (TSE) on July 23 stating that its agreement with Hynix Semiconductor on 54nm DRAM manufacturing has been terminated. Industry sources believe the move will allow ProMOS to develop potential partnerships with Elpida Memory and the soon-to-be established Taiwan Memory Company (TMC). Read more |
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Taiwan DRAM makers may gain access to state funds along with TMC Jul 22, 11:06 Officials from the Industrial Development Bureau (IDB) under Taiwan's economics ministry on July 21 met with local DRAM makers to spell out requirements to access state funds. The applicants are required to submit "industry-restructuring" proposals, jointly with their technology partners overseas. Read more |
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Taiwan DRAM makers to keep capex low for 2009 Jul 16, 11:28 Taiwan DRAM makers are expected to keep their capex budgets low for 2009, even as the industry recovers from a prolonged slump, according to market watchers. Nanya Technology and Inotera Memories are likely to cap their capex at NT$10 billion (US$304 million) each in line with their estimates, while Powerchip Semiconductor Corporation (PSC) may spend less than its budgeted NT$5 billion. Read more |
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Elpida reportedly developing die-shrink 50nm process without expenditure on new tools Jul 15, 16:03 Elpida Memory has been quietly developing a technology based on its existing 65nm equipment for DRAM production, to enable a die shrink to 50nm, industry sources have claimed. The research is expected to result in an overall cost-saving without requiring it to invest in immersion lithography equipment. Read more |
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DRAM maker PSC does not rule out future partnership with Taiwan Memory, says paper Newswatch - Jul 13, 16:53 Powerchip Semiconductor Corporation (PSC) has softened its attitude towards the government-led Taiwan Memory Company (TMC) project, the Chinese-language Economic Daily News (EDN) cited unspecified company executives as saying in a July 13 report. Read more |
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Nanya and Inotera unlikely to secure NT$20-30 billion fund from government, says official Jul 10, 16:56 The goal of establishing Taiwan Memory Company (TMC) should not be seen as an opportunity for local Taiwan DRAM chipmakers to apply for government funding, according to Taiwan's Economic Affairs Minister, Chii-ming Yiin. Read more |
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Heavy debts may force PSC to exit DRAM business, says paper Newswatch - Jul 9, 16:52 Powerchip Semiconductor Corporation (PSC), which has just received the nod from bondholders for resetting the conversion price for its ECBs due June 17, 2009, still has debts worth NT$10 billion (US$303.5 million) due by the end of the year, a Chinese-language Economic Daily News (EDN) report cited UBS as reporting on July 9. Due to cash flow constraints, the struggling DRAM maker may have to phase out its commodity memory business, the paper quoted an investment bank as indicating. Read more |
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PTI sales recovery continues in June, upbeat about 3Q09 Jul 6, 14:37 Memory packaging and testing specialist Powertech Technology (PTI) has posted a sequential revenue growth of 4.4% in June with a narrower on-year drop. Sales for the second quarter rose 18% sequentially to total NT$7.11 billion (US$215.88 million), beating the company's guidance. Read more |
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Winbond remains open to Taiwan DRAM industry consolidation, says chairman Jul 3, 15:45 Winbond Electronics still remains open to the ongoing consolidation in Taiwan's DRAM industry, according to company chairman Arthur Chiao. Read more |
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Elpida says partnership with PSC remains strong despite its withdrawal from PSC board Jul 1, 10:01 Elpida Memory has stated that its current relationship with Powerchip Semiconductor Corporation (PSC) remains the same, despite its exit from PSC's board of directors. Read more |
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Elpida exits from PSC board Jun 30, 14:47 Elpida Memory has quietly withdrawn from the board of directors of Powerchip Semiconductor Corporation (PSC), its strategic partner in Taiwan. Industry sources have indicated that the partnership between Elpida and PSC became more insecure when the Japan-based memory chipmaker reportedly tried to include ProMOS Technologies among its camp partners queuing up for Taiwan government bailout funds in early 2009. Read more |
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ProMOS expects slow DRAM bit growth worldwide in 2009 Jun 22, 15:35 The worldwide DRAM bit growth rate will decelerate to less than 16% in 2009, compared to 50-60% in 2008 and 90% in 2007, according to ProMOS Technologies. Despite the conservative outlook, the financially-distressed ProMOS believes that the uncertainty plaguing the market has reduced. Read more |
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PSC refutes rumors it plans to reduce stake in Rexchip Jun 19, 14:46 Powerchip Semiconductor Corporation (PSC) has dismissed rumors that it may have to lower its stake in Rexchip Electronics, or hand over one of its 12-inch fabs to the joint venture, in order to relieve its accumulated debts to Elpida Memory. Read more |
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ProMOS seeking partnerships for restructuring Jun 17, 15:15 ProMOS Technologies has drafted a restructuring plan to strengthen its operations, according to industry sources. The DRAM chipmaker plans to divide its facilities at the Central Taiwan Science Park (CTSP) and Hsinchu Science Park (HSP) into two business groups, and is open to industry partnerships. Read more |
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