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NEWS & VIEWS |
Taipei,
Monday, November 23, 2009
04:26 (GMT+8)
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Taiwan market: Transcend offers 4GB USB flash drives with eSobi software Newswatch - Nov 19, 15:03 Transcend Information has teamed up with Internet information search and management firm eSobi to offer its 4GB JetFlash V33-series USB flash drives with eSobi software in the Taiwan market, according to the company. Read more |
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MediaTek to ship GSM/GPRS single-chip solution in December Nov 18, 12:06 MediaTek is scheduled to volume produce its first GSM/GPRS single chips MT6253 in December, according to industry sources. The solution will target white-box handsets priced at less than 3,000 yuan (US$440). Read more |
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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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Transcend revenues down in October on weaker demand for NAND flash products Nov 9, 11:19 Memory module maker Transcend Information has reported revenues of NT$2.97 billion (US$91.78 million) for October 2009, down 18% compared with the previous month's NT$3.62 billion. The company said that customers had stocked up ahead of a week-long national holiday in China at the beginning of October, resulting in weaker demand particularly in the NAND flash segment. Read more |
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Alcor Micro to tap touch panel controller market Nov 4, 15:43 NAND flash controller designer Alcor Micro, plans to introduce capacitive controller chips for touch panels in 2010, according to the company. Read more |
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Samsung and Micron expand in 3Q09 NAND flash market, says DRAMeXchange Nov 4, 13:57 Only Samsung Electronics and Micron Technology among the world's major NAND flash producers saw their market shares increase on quarter in the third quarter of 2009, according to a recent DRAMeXchange report. Samsung retained its top-spot position with a 38.5% share, while Micron moved up to number three and managed to expand its share to 9.4%. 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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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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3S lands flash card controller orders from Kingston Oct 16, 14:05 Solid State System (3S) has secured orders for memory card controllers from Kingston Technology, expecting the new orders to be its major growth driver in 2010, according to the company. Read more |
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SanDisk shipping memory cards with 64Gb X4 flash chips Oct 14, 10:37 SanDisk has announced it is shipping flash memory cards based on the company's dubbed X4 flash memory technology, which holds four bits of data in each memory cell. The technology is currently being used in SDHC cards and Memory Stick PRO Duo cards starting with 8GB and 16GB capacities. 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 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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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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Giesecke & Devrient, Phison partner on secure flash devices Oct 5, 16:11 Giesecke & Devrient (G&D) and Phison Electronics have jointly announced they plan to form a joint venture - Giesecke & Devrient Secure Flash Solutions - which will combine G&D's expertise in security solutions with Phison's specialization in flash and USB controllers to develop and manufacture secure storage products such as secure microSD cards and secure USB tokens. 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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SanDisk reportedly seeking extra NAND flash controllers and packaging support from Taiwan makers Oct 1, 12:20 SanDisk is reportedly seeking additional supplies of NAND flash controller chips and support for backend packaging capacity from Taiwan makers for the production of microSD cards, according to industry sources. Read more |
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Low-density NOR flash supply tightens, says Macronix VP Sep 30, 14:42 The supply of low-density (below 64Mb) NOR flash memory has recently fallen short of demand, according to Wen-Sen Pan, vice president of mask ROM and NOR flash maker Macronix International Company (MXIC). Improved demand has been pushed by the PC and LCD TV sectors, said Pan. 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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IC distributor Supreme sees sales driven by NAND flash orders from Transcend, A-Data Sep 21, 11:35 Taiwan-based IC distributor Supreme Electronics may see September consolidated revenues hit a monthly high in 2009 as orders for NAND flash chips from its two major customers, Transcend Information and A-Data Technology, remain strong, according to the company. Supreme noted tight supply of NAND flash may continue until the end of 2009 due to strong demand from Apple. Read more |
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Toshiba and SanDisk reportedly to begin sub-30nm NAND flash production in 2H10 Sep 21, 11:28 Toshiba and its NAND flash partner SanDisk reportedly plan to begin mass producing NAND flash chips fabricated on 20nm-class process technology in the second half of 2010, according to industry sources. In line with the technology migration, SanDisk and Toshiba's joint-venture manufacturing facilities in Yokkaichi (Mie prefecture, Japan) is expected to ramp up its monthly capacity to around 200,000 wafers. Read more |
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Kingston reportedly secures NAND flash supply from Intel Newswatch - Sep 18, 12:08 Kingston Technology has reserved 70% of Intel's total NAND flash capacity to ensure sufficient supply of the memory chips, according to industry sources. The US-based memory module maker also sources NAND flash chips from Toshiba. Read more |
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NAND flash supply to remain tight until November, says DRAMeXchange Sep 17, 16:46 NAND flash demand has gone up thanks to the launch of smartphones and portable media players (PMPs) in preparation for holiday sales, according to DRAMeXchange. Tight chip supply is expected to continue throughout the second half of November. Read more |
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A-Data to partner with Bharti in India Sep 16, 12:24 A-Data Technology will enter into a long-term strategic partnership with Bharti Teletech, allowing the memory module maker to expand in India, according to sources at the company. A-Data will initially promote flash memory cards and USB drives via the India-based conglomerate's agents, and expects to include DRAM modules among its product catalog in the future. Read more |
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Niching Industrial says its memory card substrate supply falling short Sep 16, 12:10 The supply of NAND flash memory card substrates has recently fallen short of demand but is expected to ease in October, according to Taiwan-based semiconductor material supplier Niching Industrial. Niching distributes products from Korea-based Simmtech, a manufacturer of memory module-related multi-layered PCBs. Read more |
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Apple demand causing serious NAND flash shortage in Taiwan Sep 14, 12:05 With major NAND flash chip producers allocating more supplies for Apple, Taiwan-based memory module houses have seen a serious shortage of the memory chips, according to industry sources. 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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Toshiba reportedly adds new NAND flash controller supplier Sep 11, 10:50 Taiwan-based IC designer Integrated Technology Express (ITE) is said to have received flash memory card controller orders from Toshiba, raising speculation about whether the Japan-based vendor is looking to diversify its sources for NAND flash controller chips. Read more |
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NAND flash contract prices trending up in 1H September, says DRAMeXchange Sep 9, 15:47 Contract prices for mainstream multi-level cell (MLC) NAND flash have trended upward by 3-12% in the first half of September, thanks to inventory replenishment and advanced shipments in preparation for upcoming holiday sales, according to DRAMeXchange. 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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Phison introduces Windows 7-enabled flash controllers Sep 4, 10:47 Phison Electronics has introduced its first flash controller chips supporting Windows 7 and enabling automatic encryption without installing any additional software. The Taiwan-based NAND flash controller design house said it has requested support from foundry partner United Microelectronics Corporation (UMC), and is positive about expected shipment volumes for the fourth quarter of 2009. 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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Strong bit growth and weak capex to favor NAND flash suppliers, says IC Insights Aug 28, 10:22 The flash memory market is setting up for a dramatic shift in the supply-demand balance - one that will greatly favor NAND flash memory suppliers in the next several years, according to IC Insights. Unit shipments and bit volume demand continue to increase, but there has been a severe reduction in flash memory capital spending at the same time. Combined, these two factors will put upward pressure on average selling prices (ASPs) through 2012, said the research firm. Read more |
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Flash controller maker Skymedi to slash capital, spin off non-core business Aug 26, 15:06 Taiwan-based Skymedi has announced plans to downsize its capital by 40%, and spin off its multimedia processor division to form a wholly-owned subsidiary in order to strengthen its core business. Read more |
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Low-density NAND flash contract prices up slightly as suppliers move to more-advanced processes, says DRAMeXchange Aug 26, 14:12 Contract pricing for low-density multi-level cell (MLC) chips has shown a mild rise for the second half of August, as more suppliers are moving to scale up production of 32Gb units using more advanced processes (4x/3xnm), according to DRAMeXchange. Read more |
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Crackdown on unlicensed flash cards not impacting NAND flash prices, say module makers Aug 20, 15:19 Although SanDisk has stepped up its efforts trying to block shipments of unlicensed NAND flash cards, spot prices for NAND flash have remained stable and seen little impact from the US vendor's moves, according to sources at memory module houses. 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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IC designer ITE to see revenues grow 15-20% sequentially in 3Q09 Aug 13, 16:06 IC design house ITE Tech is expected to see its revenues grow 15-20% sequentially in the third quarter from NT$977 million (US$29.71 million) recorded in the second quarter, buoyed by increasing orders for flash controller ICs, digital TV (DTV) controller chips and LED driver ICs, according to industry sources. Read more |
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Spansion executive to pay visit to Taiwan Aug 12, 12:26 John Nation, director of corporate marketing for Spansion, plans to pay a visit to Taiwan this week, raising speculation that the NOR flash chipmaker is looking to aggressively take back the orders that were shifted to Macronix International Company (MXIC) and Winbond Electronics while being in bankruptcy proceedings. Read more |
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Intel, Micron to ship 3-bit per cell NAND flash in 4Q09 Aug 12, 10:17 Intel and Micron Technology have jointly announced the development of a new 3-bit per cell multi-level cell (MLC) NAND technology for consumer storage devices such as flash cards and USB drives, with mass production slated for the fourth quarter of 2009. 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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NAND flash sales for smartphones to boom, says iSuppli Aug 6, 09:48 Global sales of NAND flash memory for use in smartphones are expected to rise by nearly six-fold from 2008 to 2013, as shipments of the high-end phones boom in the coming years, according to iSuppli. 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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NAND flash ASPs up 20% in 2Q09, says DRAMeXchange Jul 31, 14:33 Production cutbacks and demand for restocking inventory from emerging markets pushed up NAND flash ASPs by about 20% sequentially in the second quarter of 2009, according to DRAMeXchange. The price rally contributed to major NAND flash suppliers' revenue growth for the quarter. 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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Hynix 41nm NAND flash gains Apple validation, say sources Jul 28, 15:34 Hynix Semiconductor's 41nm NAND flash has passed the validation process for Apple's iPhone 3GS amid recent reports that Micron Technology has also become a NAND flash supplier for the popular smartphone, according to industry sources. Read more |
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Toshiba reportedly scaling up NAND flash production for Apple order Jul 27, 15:34 Toshiba is expected to ramp up its NAND flash production to over 90% of its capacity in August, according to sources at memory card makers. Despite the increases in output, the chipmaker has told downstream players that its supply to the spot market will be limited, prompting speculation that the Japan supplier is seeing strong demand from Apple, the sources indicated. Read more |
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A-Data secures NAND flash supply from Hynix Jul 24, 12:41 A-Data Technology has recently secured NAND flash supply from Hynix Semiconductor through 2010, by making payments in advance, according to industry sources. In response, the memory module maker declined to comment on its chip sourcing. Read more |
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Numonyx launches new brand for serial NOR flash Jul 22, 14:04 Numonyx has announced a new brand name for its serial flash memory line, Numonyx Forte, targeting consumer electronics, handheld gaming, computing and network communications applications. Read more |
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KYEC sees increased demand for NOR flash Jul 22, 13:51 IC testing specialist King Yuan Electronics Company (KYEC) has seen orders for memory chips climb 20-30% sequentially in the third quarter, mainly driven by increased demand from NOR flash customers including Macronix International Company (MXIC) and Winbond Electronics, according to industry sources. Read more |
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