Rescuing the DRAM industry

The DRAM industry accounts for about 10% of global semiconductor revenues, and chronic oversupply and diminished demand has led to a near collapse in the industry, with related shock waves affecting growth in the semiconductor and related equipment markets.

In Taiwan, the government has been eyeing a rescue package for struggling DRAM players, but consolidation in the industry is expected to continue.

  • Spot prices for 1300MHz 1Gb DDR3 chips reached US$3.01 on January 8 compared to US$2.45 on December 17, 2008, showing a 23% rise, according to DRAMeXchange. The memory price tracker...
  • Memory maker Winbond Electronics, which has moved to turn its focus away from commodity DRAM, saw revenues from its core business decrease 10.5% in 2009. But consolidated revenues...
  • Taiwan-based ProMOS Technologies has received approval from creditor banks to extend the maturity for all its term loans for one year, effective January 1, according to the company...
  • DRAM maker Inotera Memories has set the price of its latest rights issue at NT$22.5 per share (US$0.71), and expects to raise a total of NT$15 billion to finance its technology upgrades,...
  • A%2DData+chairman+Simon+Chen
    Supply of DRAM chips will remain mostly tight in 2010, according to Simon Chen, chairman of memory module maker A-Data Technology. With major producers restraining their capacity...
  • Rexchip Electronics, which is 64%-owned by Elpida Memory, has announced plans to go public in 2010. The DRAM maker will file an application for IPO (initial public offering) in Taiwan's...
  • Elpida, Rexchip start 40nm era

    Wednesday 6 January 2010
    Rexchip+president+Stephen+Chen
    Elpida Memory recently conducted pilot production of 2Gb DDR3 chips using 40nm coupled with 6F2 process technology at its Hiroshima fab, and has raised yield rates high enough for...
  • Powerchip Semiconductor Corporation (PSC) has reported unaudited revenues of NT$31.17 billion (US$982 million) for 2009, representing a 41% decline from NT$52.83 billion in 2008....
  • DRAM maker Nanya Technology has reported revenues of NT$42.46 billion (US$1.33 billion) for 2009, representing a 17% growth from NT$36.31 billion in 2008. However, Inotera Memories...
  • Industry sources have circulated rumors that Micron Technology intends to raise its holdings in its joint venture with Nanya Technology, Inotera Memories. Inotera recently approved...
  • ProMOS denies layoff rumors

    Wednesday 30 December 2009
    DRAM maker ProMOS Technologies has issued a filing with the Taiwan Stock Exchange (TSE) dismissing rumors of pending layoffs, saying it currently has no plans to cut jobs.
  • Taiwan's Securities and Futures Bureau under the Cabinet's Financial Supervisory Commission has confirmed its approval of Inotera Memories' plans to issue 640 million new shares at...
  • Winbond expected to see profits in 4Q09

    Wednesday 30 December 2009
    DRAM maker Winbond Electronics, which has focused more on niche memory, will likely swing back to profitability in the fourth quarter of 2009 following losses for 10 consecutive quarters,...
  • The market for DRAM chips will likely face a serious shortage in the second half of 2010, according to DRAMeXchange. With suppliers having decelerated their production growth and...
  • TIMC might invest in Rexchip

    Thursday 24 December 2009
    Rumors have circulated in Taiwan that Taiwan Innovative Memory Company (TIMC) may become an active player through an equity investment in Rexchip Electronics in cooperation with Elpida...
  • Combined capex at DRAM chipmakers will reach US$7.85 billion in 2010, up 80% from NT$4.3 billion in 2009, according to DRAMeXchange. Despite the significant growth, the projected...
  • Elpida Memory has announced that its 300mm (12-inch) fab in Hiroshima, Japan has began mass production of 40nm 2Gb DDR3 SDRAM chips, which comes just two months after the company...
  • Worldwide chip revenues are set to post a 11.4% decline in 2009, following 2008 when the revenues dropped 5.4%, according to Gartner. The research firm commented that 2009 will mark...
  • Peter+Su%2C+Transcend+chairman
    The DRAM industry is expected to move opposite to normal seasonal patterns during the first quarter of 2010, before descending to the year's lowest level in the second quarter, according...
  • DRAM maker Inotera Memories plans to raise capital through issuing 640 million new shares at a tentative price of NT$18 (US$0.56) per share to fund equipment expenses for technology...
  • Kingmax+chairman+Joe+Liu
    With Korea-based players gaining a larger share of the present DRAM market, chairman of DRAM module house Kingmax Semiconductor has suggested capital and strong backing are key to...
  • Rexchip Electronics, a 64%-held subsidiary of Japan's Elpida Memory, plans to apply for listing on Taiwan's over-the-counter (OTC) stock market in 2010, according to industry sources...
  • Winbond+booth
    Niche DRAM maker Winbond Electronics has posted revenues of NT$2.12 billion (US$65.63 million) for November, up 2.8% sequentially and 119.1% on year. For the first 11 months of 2009,...
  • ProMOS+chairman+ML+Chen
    ProMOS Technologies has contacted four potential investors, and expects to draw new funds by May or June 2010 to help smoothly ramp its chip production based on Elpida Memory's designs,...
  • Elpida+CEO+Yukio+Sakamoto+and+ProMOS+chairman+ML+Chen
    DRAM prices are expected to bounce back in January 2010, according to Elpida Memory CEO Yukio Sakamoto, adding that he believes supply will run short of global DRAM demand in the...
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