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NEWS & VIEWS |
Taipei,
Friday, July 10, 2009
15:39 (GMT+8)
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| 84 news tagged DRAMeXchange |
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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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IM Flash likely to beat Hynix in 2009 ranking, says DRAMeXchange Apr 20, 16:00 IM Flash Technologies, a joint venture between Intel and Micron Technology, may overtake Hynix Semiconductor and become the third-largest NAND flash supplier worldwide in 2009, according to DRAMeXchange. Read more |
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DRAM spot prices up significantly Apr 17, 16:18 Taiwan's DRAM chip suppliers have paid much attention to the active transaction in the spot market over the past two days, pinning their hopes on an early recovery. The cash-strapped chipmakers expect the spot price of DDR2 1Gb eTT chips to continue its rally to approach to the cost level of US$1.5, according to industry sources. Read more |
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NAND flash supply to tighten after Apple reportedly places large order Apr 9, 12:19 Apple has reportedly placed orders for 100 million 8Gb NAND flash chips mostly with Samsung Electronics, which is likely to cause a supply shortage, according to sources at downstream suppliers. Nokia and Sony recently also began building their NAND flash inventories, further tightening supply, the sources added. Read more |
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DRAM contract prices expected to grow in May, says DRAMeXchange Apr 8, 15:12 DRAMeXchange anticipates DRAM contract prices will likely start trending upward in May 2009 at the earliest. Contract prices have stayed unchanged since the second half of February. Read more |
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Memory module maker PQI expected to return to profits in 1Q09 Apr 6, 14:02 Power Quotient International (PQI) will likely manage to swing back to a profit in the first quarter of 2009, market sources expect. The company posted a net profit for the second consecutive month in February, at NT$106 million (US$3.22 million) or NT$0.42 per share. Read more |
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DRAM supply bit growth to decelerate significantly in 2009, says DRAMeXchange Apr 1, 17:06 The bit growth of the global DRAM industry will manage a mere 2.43% in 2009, as most suppliers are facing cash crises amid the ongoing downturn, according to DRAMeXchange. The market research firm has downgraded its estimate for the bit growth from its original expectation of 17.82%. Read more |
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Commentary: Rising chip prices may undermine Taiwan Memory Mar 30, 10:35 Taiwan downstream DRAM makers are saying that the leading DRAM vendors, Samsung Electronics, Hynix Semiconductor, Micron Technology and Elpida Memory, are no longer tolerating low chip quotes, and will aim to push chip prices upward soon. But industry sources have commented that the higher DRAM chip prices are, the lower the chances that the Taiwan government will go ahead with its proposal to establish Taiwan Memory Company (TMC). Read more |
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DRAM contract prices stay flat in 2H March, says DRAMeXchange Mar 25, 16:41 Contract prices of DRAM chips remain flat sequentially for the second half of March, implying continuously weak demand, according to DRAMeXchange. Fluctuations in DRAM spot prices on suppliers' production cutbacks have failed to bring any signficant changs to the contract market, it said. Read more |
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DRAM spot prices up slightly on tight supply Mar 18, 11:04 The price of mainstream DDR2 1Gb eTT chips rose over 5% to close at US$0.84 on March 17, as a result of tight supply, according to quotes gathered by DRAMeXchange. Read more |
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DRAM spot prices fall despite pending consolidation Mar 5, 15:24 Spot prices for mainstream DRAM chips trended downward by up to 10.5% over the last week (February 24-March 2), despite some pending consolidation among Taiwan's memory chipmakers. Read more |
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NAND flash market prepares for rush orders Feb 19, 11:31 The NAND flash market is gearing up for an influx of rush orders, according to market sources. However, bit growth for the sector will still suffer a signficant drop in 2009, which implies that rush orders are having little impact on the industry-wide downturn. Read more |
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Phison: Shrunken NAND flash supply stabilizes pricing, but harms controller chip sector Feb 17, 17:16 The NAND flash spot market has been put on a path towards partial recovery since the fourth quarter of 2008, thanks to production cutbacks at suppliers. However, the more-stabilized pricing trend is having little impact on the controller IC sector, an executive at NAND flash controller IC design house Phison Electronics has commented. Read more |
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DRAM prices may drop again to US$1 Feb 13, 15:10 Spot prices for 1Gb DDR2 may return to US$1, as end-market demand remains sluggish, memory module makers have estimated. Though the memory spot market has recently shown activity, demand will still play a key role in determining DRAM quotes in March, according to the makers. Read more |
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NAND spot prices rise as orders from OEM clients pick up Feb 11, 11:03 NAND flash prices are rising, as orders from OEM customers are warming up, memory module makers said. Apple has also resumed its NAND flash procurement, according to the makers. Read more |
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Memory module makers 1Q09 performance expected to benefit from bullish prices Feb 4, 17:00 Market watchers estimate that memory module specialists A-Data Technology, Transcend Information and Power Quotient International (PQI) are to report better-than-expected performance for the first quarter of 2009, thanks to the recent price uptrend for memory chips. Read more |
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Qimonda insolvency improves oversupply-driven downturn; DRAM spot prices up Feb 2, 15:18 DRAM spot prices have trended upwards since Qimonda filed for bankruptcy last week. The German DRAM maker's insolvency announcement is expected to reduce supply growth, helping to stabilize pricing and mitigate the oversupply-driven downturn. Read more |
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NAND flash recovery to boost SSD demand in 2H09, say memory module makers Jan 23, 16:00 The penetration of solid state drives (SSD) will start to pick up in the second half of 2009, when supply and demand in the overall NAND flash market returns to balance, according to memory module makers, adding that the current economic crisis and its impact on consumer confidence has pushed back the replacement cycle of hard drives. Read more |
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NAND flash contract prices soar by up to 40% in 2H January, says DRAMeXchange Jan 16, 11:41 Contract quotes for mainstream 8Gb and 4Gb multi-level cell (MLC) NAND flash jumped by up to 40% and 33%, respectively, in the second half of January, latest quotes gathered by DRAMeXchange show. Meanwhile, contract prices for the 16Gb MLC NAND flash segment grew 2-8%. Read more |
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Global DRAM capacity slides 22% since September, says DRAMeXchange Jan 14, 11:49 DRAMeXchange statistics show that DRAM production (12-inch equivalents) worldwide has slid 22% since September 2008, with output from Taiwan's suppliers falling 55%. The phenomenal cutback began contributing to a rebound in DRAM pricing from December last year, according to the research firm. Read more |
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NAND flash contract prices increase significantly in 2H December Dec 25, 11:06 Contract quotes for some NAND flash segments have increased significantly in the second half of December, as upstream suppliers, including Toshiba, are cutting back production, sources at Taiwan memory-module makers said. Read more |
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DRAM contract prices fall another 10% in 1H of December on weak demand Dec 10, 12:19 Contract prices of DRAM chips are seen to drop another 10% in the first half of December, reflecting a continuation of low order visibility and weak end-market demand, according to DRAMeXchange. During the fourth quarter, DRAM contract prices have so far declined 37% on average, DRAMeXchange added. Read more |
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NAND flash set for slower growth in 2009, says DRAMeXchange Dec 4, 14:19 Bit growth rate in the production of NAND flash chips will be lowered to 93% in 2009, down from the 125% projected for 2008 due to a slow growth in major NAND flash memory applications, according to estimates by DRAMeXchange. Read more |
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Taiwan DRAM makers expected to report falling revenues in November, but losses narrow Newswatch - Dec 2, 11:59 Taiwan's major DRAM makers – Inotera Memories, Nanya Technology, Powerchip Semiconductor Corporation (PSC) and ProMOS Technologies – are all expected to post double-digit sequential drops in their November sales, according to today's Chinese-language Economic Daily News (EDN). Read more |
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More DRAM production cuts needed despite Hynix reductions, says DRAMeXchange Sep 22, 12:26 Despite the latest cut in production announced by Hynix Semiconductor, more reductions are needed to help the global DRAM industry recover from its current slump, according to DRAMeXchange. Read more |
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NAND flash demand further suppressed by anticipation of recovery Aug 14, 12:02 NAND flash contract prices trended downward in the first half of August, with prices dropping by approximately 5-15% sequentially, according to DRAMeXchange. The weakening price trend is primarily because of a sluggish demand and a bounce in contract pricing is only likely to come late in the third quarter when demand-supply status improves, the memory-trading firm said. Read more |
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DRAMeXchange: DRAM contract price to remain flat in July Jul 15, 16:27 The DRAM contract price is going to stay flat through July, after seeing prices steadily increase since April, according to DRAMeXchange. Read more |
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Stable growth for DRAM price in 3Q08, says DRAMeXchange Jun 17, 17:07 Despite the possibility of lower DRAM contract quotes in the second half of June, DRAMeXchange projects that DRAM pricing should have a stable upward trend in the third quarter of 2008. Read more |
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Rexchip likely to be first Taiwan DRAM maker to swing to profits in 2Q Jun 2, 14:36 Rexchip Electronics is likely to be the first Taiwan DRAM maker to swing to profits in the second quarter as the company has already turned a profit from April, according to Powerchip Semiconductor Corporation (PSC). Read more |
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DRAM contract price likely to continue rising 1H June May 28, 11:13 The effects of the recent power outage at Hynix Semiconductor's fab in China is expected to begin showing in the DRAM trading markets, helping to spur DRAM contract prices on a continued upward trend in the first half of June, according to DRAMeXchange. Read more |
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DRAMeXchange: DRAM and NAND flash prices still dropping Aug 29, 14:55 Spot prices for DRAM and NAND flash continued to drop during the week of August 20-27 amid persistent weak demand, according to figures posted by DRAMeXchange. Speculated transactions did not help spur the price of effectively tested (eTT) DRAM much, as evident by an enlarged sequential drop. NAND flash prices were also weak in the same period as the back-to-school seasonal impact is still not clear. Read more |
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| 84 news tagged DRAMeXchange (1/2) | |
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