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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
20:43 (GMT+8)
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| 251 news tagged DRAMeXchange |
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DDR2 spot prices to hit US$3, says DRAMeXchange Nov 5, 13:55 Spot prices for DDR2 1Gb chips are likely to reach US$3 as supply remains tight throughout November, DRAMeXchange forecast in its latest report. 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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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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UMC invests in DRAMeXchange Newswatch - Oct 27, 15:32 DRAMeXchange Technology has announced that United Microelectronics Corporation (UMC) through a venture capital subsidiary has taken a 10% stake in the company. The memory price tracker has drawn investment from A-Data Technology and Powerchip Semiconductor Corporation (PSC). 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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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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DDR2 spot prices hit US$2 earlier than expected Sep 28, 11:41 Recent spot prices for DDR2 1Gb 800MHz chips climbed to US$2, according to DRAMeXchange. The growth momentum accelerated faster than previously expected, and may enable upstream memory makers to stage an early turnaround, industry sources have commented. Read more |
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DDR2 spot pricing to hit US$2, says Nanya VP Sep 18, 15:31 Spot pricing for 1Gb DDR2 chips is likely to reach US$2 after October, as the supply will continue to lag demand, according to Pai Pei-Lin, vice president and spokesperson of Nanya Technology. Nanya's contract quotes for DDR2 are now at US$2, almost 20% more expensive than the spot pricing. 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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DDR2 spot pricing to continue rally until end-2009 Sep 15, 15:12 Spot prices for 1Gb DDR2 are expected to hit US$1.8 soon, and climb further to approach US$2 at the end of 2009, according to DRAM module houses. The growth momentum reflects increased demand from PC OEMs for the fourth quarter, as well as an increase in end-market seasonal demand. 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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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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DRAM contract prices up 5-8% in 1H September, says DRAMeXchange Sep 8, 12:03 Contract pricing for 1Gb DDR2 and 1Gb DDR3 have continued growth momentum to average US$1.53 and US$1.66, respectively, up 8.5% and 5.1% sequentially in the first half of September, according to DRAMeXchange. Contract quotes for 2GB DDR2 and 2GB DDR3 modules have gone up to US$27.50 and US$29.50, respectively, on average in first-half September. 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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A-Data to push own-brand in emerging markets Aug 26, 10:37 A-Data Technology, which specializes in DRAM modules and flash applications, is looking to expand its own-brand business in emerging markets, according to the company. The memory-module house has also announced new branch offices in South Korea and Mexico, in addition to its existing 11 sales spots overseas. Read more |
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DDR2 spot pricing hits US$1.50 Aug 20, 10:41 DDR2 spot pricing has continued its rally to surpass US$1.50, coming closer or even meeting suppliers' cost levels, according to industry sources. The price hike may cause PC OEMs to shift orders from the spot market to contract suppliers. Read more |
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DRAM maker PSC scaling up production Aug 19, 10:44 DRAM maker Powerchip Semiconductor Corporation (PSC) has increased production to 80,000 wafers per month, up from 40,000 units in the second quarter, according to industry sources. The chipmaker is moving to scale up monthly production further to 100,000 units later this year thanks to optimism about DRAM pricing trends. Read more |
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DRAM module maker PQI to issue CBs, new shares Stockwatch - Aug 17, 15:39 DRAM module maker Power Quotient International (PQI) plans to issue five-year domestic convertible bonds (CBs) worth no more than NT$600 million (US$18.2 million) to strengthen its financial structure, according to the company's filing with the Taiwan Stock Exchange (TSE). Read more |
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DDR2 spot prices to reach US$1.50 or beyond, says DRAMeXchange Aug 13, 15:13 Spot prices for DDR2 1Gb chips are expected to reach US$1.50 or even higher in the second half of 2009 because of tighter supply, according to DRAMeXchange. Pricing has trended upward by over 30% since the middle of July. 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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Phison expects 3Q09 gross margin to grow on memory card prices Aug 10, 14:46 Phison Electronics, which specializes in NAND flash controller ICs, has said it expects the recent rally in memory card prices to contribute to gross margin growth in the third quarter of 2009. Revenues for the quarter are estimated to grow 20% sequentially, according to the company. Read more |
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Transcend reports better-than-expected 2Q09; profits up 51% Aug 6, 15:11 Memory module maker Transcend Information performed better-than-expected in the second quarter of 2009 with its net profits reaching NT$910 million (US$27.83 million), translating to an EPS of NT$2.31. Net profits for the first half of the year totaled US$1.82 million, up 85.7% from a year earlier. Read more |
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A-Data July 2009 sales up 26% on growing shipments Newswatch - Aug 5, 15:44 Memory-module maker A-Data Technology has announced revenues for July 2009 increased 26% on month to NT$2.59 billion (US$79.3 million), with shipments up more than 25%. The company also saw July sales up 1.09% compared to NT$2.56 billion a year ago. 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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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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Prices for microSD cards soar 10% on Toshiba supply cut Jul 29, 11:42 The price of microSD cards has recently rallied by almost 10% on reduced supply from Toshiba, according to sources at memory card makers. Read more |
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DRAM makers seeking to narrow price gap between DDR2 and DDR3 Jul 24, 14:21 Some DRAM chipmakers intend to sell DDR3 chips bundled with DDR2, in order to narrow the price gap, which has widened to surpass 50% at the spot market and 10% in the contract segment, according to industry sources. Read more |
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DDR2 contract prices moving up in 2H July, says DRAMeXchange Jul 21, 14:04 Contract prices for DDR2 and DDR3 modules have trended upwards in the second half of July, according to data available from DRAMeXchange. Average contract prices for 2GB DDR2 and 2GB DDR3 modules increased 2-5% and 6-9%, respectively, to US$22.50 and US$24.50. Read more |
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NAND flash contract prices down on slow demand in 1H July, says DRAMeXchange Jul 13, 10:31 Contract quotes for mainstream multi-level cell (MLC) NAND flash chips trended downward by up to 5% in the first half of July 2009, industry sources citing data gathered by DRAMeXchange have indicated. The slight pricing drop resulted from downstream customers' cautious attitude towards procurement on slow seasonal sales of consumer electronics devices, commented the sources. Read more |
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Samsung said to be subsidizing DRAM operations with NAND flash profits Jul 7, 17:02 Samsung Electronics has made efforts to provide NAND flash prices that maintain profitability in contrast to its DRAM pricing strategy, according to industry sources in Taiwan. The memory-chip vendor has adopted a strategy of using profits from NAND flash to cover losses from DRAM sales, allowing little room for Taiwan-based DRAM chipmakers to operate, the sources claimed. Read more |
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DDR3 contract prices to grow on launch of ultra-thin notebooks, says DRAMeXchange Jul 2, 15:51 Contract prices for DDR3 chips seen in more ultra-thin notebooks are expected to rise 5-10% in July, according to DRAMeXchange. The research firm expects promotions of Intel-based low-cost notebooks to result in fluctuations in prices, which remained unchanged through the latter half of June. Read more |
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NAND flash contract prices to turn soft in July, says DRAMeXchange Jun 25, 16:06 Contract prices for mainstream 8Gb and 16Gb MLC NAND flash chips have stayed flat at an average of US$3.52 and US$4.06, respectively, in the second half of June, according to data gathered by DRAMeXchange. The research firm expects the prices to remain unchanged or slightly soften in July. Read more |
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DRAM contract prices stay flat in 2H June, says DRAMeXchange Jun 24, 14:38 Contract prices for DDR2 and DDR3 modules have stayed flat in the second half of June, following low- to mid-single-digit percentage gains in the first half, according to DRAMeXchange. Though chip suppliers earlier voiced their intentions to raise product quotes, the pricing trend has discontinued its growth momemtum. Read more |
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SSD penetration in PC market remains low Jun 24, 14:13 The replacement from traditional hard drives to solid state drives (SSDs) will not take off in 2009, as the ratio of SSDs used in PCs remains low due to higher per GB costs, according to memory module makers. The makers expect chipmakers' stepping into 30nm production to be a catalyst for the adoption of SSDs. Read more |
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DDR3 contract prices to continue growth momentum in 2H June, says DRAMeXchange Jun 18, 16:15 Contract prices for DDR3 are expected to continue growing in the second half of June, thanks to increased demand on the launch of ultra-thin notebooks, according to DRAMeXchange. As DDR2 contract prices will remain almost unchanged in the latter half of the month, the price gap between DDR2 and DDR3 is likely to widen. Read more |
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Contract prices up for DRAM in 1H June, but down for NAND flash Jun 9, 16:08 Contract prices for DDR2 and DDR3 modules went up 2-5% and 4-5%, respectively, in the first half of June, data gathered by DRAMeXchange has shown. But for NAND flash, contract prices edged down, with mainstream 16Gb MLC parts down 2-6% to US$4.06 on average. Read more |
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DRAM makers May sales continue sequential growth, but suffer double-digit drops on year Jun 5, 09:58 DRAM chipmakers Inotera Memories, Nanya Technology and Powerchip Semiconductor Corporation (PSC) continued to see sequential revenue growth in May 2009, thanks to stabilizing DRAM spot prices on a market upturn. But on an annual basis, the companies still experienced a double-digit revenue decline. Read more |
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Taiwan touch panel production value to increase 36% in 2009, says DRAMeXchange Jun 1, 11:49 Taiwan touch panel production value is estimated to increase 36% to NT$32 billion (US$989 million) in 2009 and to NT$49.8 billion in 2012 with a CAGR of 16.9% because of surging popularity for touchscreen functions driven by iPhone and the upcoming Microsoft Windows 7, according to DRAMeXchange. Read more |
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NAND flash pricing down in late May as demand falls May 26, 14:33 Spot quotes for 16Gb MLC NAND flash chips slipped below the US$4 mark recently due to an inventory pileup at downstream suppliers early in May. The pileup was caused by a sudden fall in demand as device makers began closely watching their revenues, according to industry sources. As a result, contract pricing for NAND flash has lost upward momentum, and in some cases fallen slightly, late in the month, indicated the sources. Read more |
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NAND flash prices drifting lower in May-June, say Taiwan makers May 21, 13:58 NAND flash chip prices, which should have peaked due to huge supply cuts earlier in the second quarter, will likely begin drifting lower in May-June as current demand growth is too limited to continue the price rally, according to Taiwan's memory card makers. However, the prices are expected to stage an upturn in the second half of 2009, when the seasonal pickup in demand takes place, said the makers. Read more |
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PSC to cautiously resume DRAM production, expects Windows 7 to lift demand May 18, 16:17 Memory chipmaker Powerchip Semiconductor Corporation (PSC) is set to resume production at a gradual pace, but still believes that a level of DRAM chip shortages is likely to occur during the latter half of 2009, according to company chairman Frank Huang. Read more |
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Micron unseats Hynix in NAND flash ranking in 1Q09, says DRAMeXchange May 13, 10:57 Micron Technology of the US moved into the world's top-three NAND flash chipmakers in the first quarter of 2009, overtaking Korea's Hynix Semiconductor, according to a recent research by DRAMeXchange. Micron's market share grew to 9.6% in the first quarter, outpacing Hynix' 8.2%. Read more |
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NAND flash contract prices continue to rise in 1H May, says DRAMeXchange May 12, 14:51 Average contract prices for NAND flash have continued its rally for the first half of May, data gathered by DRAMeXchange show. The upward price trend was as a result of suppliers' capacity allocation. Read more |
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DRAM contract prices on the rise in 1H May, says DRAMeXchange May 8, 17:05 Contract quotes for 2GB DDR2 modules for the first half of May have increased by 5-10% to US$18-22, and 2GB DDR3 parts by 5-12% to US$19-22.5, according to data compiled by DRAMeXchange. Read more |
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DRAM contract prices poised for 10-15% growth in May, says DRAMeXchange May 6, 14:22 DRAM contract prices are set to rise 10-15% to between US$9-10 per GB in May, up from US$8-8.5 last month, according to DRAMeXchange. Read more |
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Kingston optimistic DRAM prices to rise in 3Q09 May 5, 15:36 DRAM prices will be driven up mainly by demand from the China market throughout the third quarter of 2009, with quotes for 1Gb DDR2 to rise from US$1 at present, to US$1.50 or higher, according to Scott Chen, vice president for APAC business at Kingston Technology. Chen said there is little chance that the price of mainstream DDR2 chips will fall to below US$1 in the quarter. Read more |
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Netbook parts and components in short supply, says DRAMeXchange Apr 27, 15:08 The supply of up-stream parts and components for netbooks has become increasingly tight recently as white-box netbook vendors in China are ramping up output to meet anticipated demand from China's 3G operators, according sources at DRAMeXchange. Read more |
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Hynix 1Q09 revenues down 13%, but losses narrow Apr 24, 10:29 Hynix Semiconductor, the world's second-largest computer memory maker, has announced its earnings results for first-quarter 2009 (ended March 31). The chipmaker recorded consolidated revenues of 1.31 trillion won (US$979 million), down 13% compared to the previous quarter's 1.51 trillion won. Read more |
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DRAM contract prices going up, says DRAMeXchange Apr 22, 09:58 DRAM contract prices have trended upward in the second half of April, data gathered by DRAMeXchange have shown. Average prices of 1GB DDR2-667 and 2GB DDR2 modules have gone up to US$9 and US$18, respectively, a 6-11% sequential gain. Read more |
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| 251 news tagged DRAMeXchange (1/6) | |
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