A-Data Technology and Transcend Information saw revenues for May 2009 slide sequentially as a result of seasonality. On an annual basis, both memory module makers experienced double-digit drops amid falling demand.
A-Data generated revenues of NT$1.65 billion (US$49.5 million) in May, down 29.5% sequentially and 37.1% on year. DRAM accounted for 48.4% of its total revenues, with sales generated from the segment down about 18.1% on month. As for NAND flash, the segment also slid 37.7% sequentially to NT$851 million in May.
A-Data earlier estimated revenues for the second quarter would remain flat sequentially.
Transcend announced revenues for May at NT$2.03 billion, decreases of 29% on month and 22.5% on year. NAND flash products accounted for 63.3% of its total sales for the month, and DRAM modules almost 20%. Meanwhile, the company's high-margin strategic products (such as digital photo frames and external hard drives) contributed NT$339 million to the revenues.
Transcend said it expects to see some sequential growth in June, thanks to restocking demand in preparation for the upcoming peak season.
Article translated by Jessie Shen
