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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
16:52 (GMT+8)
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| 237 news tagged NAND flash |
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DRAM spot pricing weakens on stock dumping, says inSpectrum Nov 20, 17:15 Soft pricing for both DRAM and NAND flash continued into this week (November 16-20), as some traders started dumping inventory into the channel, according to inSpectrum. Read more |
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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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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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Prices for microSD cards down as demand falls Nov 12, 11:00 Weakening demand has sent selling prices of microSD cards decreasing to levels 15-20% lower than chip vendors' quotations, with downstream device makers showing reluctance to source directly from NAND flash chipmakers, according to industry sources. 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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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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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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Global Unichip announces mass production of ARM7-based GP5080 series SSD SoC solution Nov 3, 16:43 Global Unichip has announced the mass-production of its ARM7-based GP5080 series SSD SoC platform solution, targeting the storage application for the booming market of netbooks/smartbooks, ultra-thin notebooks, UMPCs, MIDs and other portable consumer electronics. Major requirements for this kind of applications are small form factor, low power consumption and durability. All these systems mentioned above are potential clients to access the ubiquitous web applications and this SSD solution is the first product of a series of upcoming cloud computing oriented solutions Global Unichip intended to offer. 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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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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Silicon Motion 3Q09 sales up 14% sequentially with narrower loss Oct 30, 15:22 Silicon Motion Technology, a fabless design house specializing in low-power IC solutions for consumer electronics devices, has announced net sales for the third quarter of 2009 increased 14% on quarter to US$23.1 million. GAAP net loss for the quarter decreased to US$4.7 million or US$0.16 per diluted ADS, compared to a loss of US$6.2 million or US$0.22 per diluted ADS in the second quarter. 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 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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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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IC distributor Zenitron expects memory cards to sustain growth for 4Q09 Oct 21, 14:58 Taiwan-based Zenitron, a major distributor for SanDisk NAND flash products, expects revenues from memory cards used in handsets and digital still cameras (DSCs) to drive growth for the fourth quarter of 2009, according to company CEO Jason Chen. 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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Micron 34nm MLC NAND for enterprise storage Oct 20, 10:04 Micron Technology has announced a new line of NAND products - both multi-level cell (MLC) and single-level cell (SLC) - designed specifically for enterprise applications. By leveraging its 34nm NAND process, the new MLC NAND device achieves 30,000 write cycles - a 6x increase in endurance when compared to standard MLC NAND, according to the company. The 34nm SLC NAND device also achieves 300,000 write cycles - a 3x increase in endurance when compared to standard SLC NAND. 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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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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Kingston APAC sales hit high in September Oct 14, 12:05 Kingston Technology saw revenues from the Asia-Pacific market score an historic high in September 2009, thanks to a rally in chip prices and improved demand, according to Scott Chen, the company's vice president for APAC business. Sales from its NAND flash product line grew significantly. Read more |
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Memory module maker PQI raises NT$475 million in private placement Oct 12, 16:54 Power Quotient International (PQI) has announced it completed a private placement for the issue of new shares at NT$19.56 per unit. The Taiwan-based memory module maker has raised a total of NT$475 million (US$14.7 million) in capital. 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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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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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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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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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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Memory industry now on recovery path, says A-Data chairman Oct 6, 11:21 The NAND flash and DRAM sectors have recovered in the second half of 2009 after an industry glut eased and chip prices rebounded, according to Simon Chen, chairman of A-Data Technology. Chen has expressed optimism about the memory industry outlook over the next couple of years. 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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SPIL and OSE microSD card packaging to run at full capacity on Samsung orders Sep 28, 16:39 Siliconware Precision Industries (SPIL) and Orient Semiconductor Electronics (OSE) recently landed more outsourcing orders for packaging microSD card modules from Samsung Electronics, which has seen its in-house capacity fall short due to strong demand from Apple, according to industry sources. The orders will boost the two Taiwan IC backend suppliers' production for microSD cards to full capacity at the end of 2009. Read more |
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Memory module makers to see revenue growth in September Sep 28, 15:54 Taiwan-based memory module makers A-Data Technology, Power Quotient International (PQI) and Transcend Information are expected to enjoy revenue growth on year in September 2009, thanks to a recent rally in memory prices, according to market watchers. 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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Micron vying for emerging eMMC NAND market Sep 24, 16:50 Micron Technology will benefit from the emerging market of NAND flash-based built-in eMMC solutions for mobile applications especially smartphones, which are seen as a bright spot for the overall handset market over the next five years. Daniel Loughmiller, eMMC Program Manager at Micron, said in recent talks with Digitimes that Micron's eMMC business is expected to see volumes significantly increase from 2009 to 2013, buoyed by an increasing adoption rate of managed NAND solutions for handsets. 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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Strong DRAM spot pricing sustained, says inSpectrum Sep 18, 17:01 Similar to last week, brisk sales in the memory spot markets have continued from September 14-18, resulting in stable pricing for both DRAM and NAND flash, according to inSpectrum. 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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Alcor Micro cuts into Lenovo supply chain for card readers Sep 7, 16:18 Alcor Micro has secured orders of card reader controller ICs from Lenovo, according to the company, saying it expects revenues for September 2009 to grow 5-10% on month. 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 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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DRAM module maker PQI swings to profits in 1H09 Aug 27, 14:24 Taiwan-based Power Quotient International (PQI) has posted a net profit of NT$379 million (US$11.5 million) for the first half of 2009, compared to a loss of NT$116 million for the same period of the previous year. The company said it expects to manage sequential grow in both revenues and profits in the third quarter, thanks to growing OEM orders for DRAM modules and increased demand for mini-size memory cards. Read more |
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| 237 news tagged NAND flash (1/5) | |
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