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DRAMeXchange Compuforum 2010 : The Revival of Memory – Next Opportunity

3 June 2010

June 1st , 2010 ---- on 1’st June, 2010 DRAMeXchange held its annual seminar, Compuforum 2010 and gathered industry leaders from around the world to share their knowledge in the production, market trend and technical aspects of the memory industry.

1Q10 Sales Ranking of Branded NAND Flash IC Makers

7 May 2010

May 7th,2010----- Branded NAND Flash makers’ ASP mildly declined about 5% QoQ while the total bit shipment increased about 15% QoQ in 1Q10.  Branded NAND Flash makers' total sales reported US$4.363bn in 1Q10, up 11.6% QoQ from US$3.91 bn in 4Q09. According to DRAMeXchange.  

DRAMeXchange: WW DRAM revenue increase 6.9% in 1Q10 continuously

30 April 2010

Apr. 30th,2010------According to DRAMeXchange, 1Q10 DDR3 average contract price and spot price has rise 16% and 14% respectively after the huge jump-up 40% and 30% in 4Q09. 1Q10 DDR2 average contract price and spot price also rise 5% and flat given the strong 61% and 68% pricing up in 4Q09.

DRAMeXchange: iPad and iPhone will credit to the slight shortage on NAND Flash demand in 2H’10

28 April 2010

Apr. 28th,2010- iPad and iPhone 4G, the new product of Apple, has attracted many spotlight this year. According to DRAMeXchange, 2010 iPhone shipment is expected to reach 40M units while NAND Flash consumption will account 9% of total. We believe the NAND Flash demand will be boosted by Apple products, which will likely result in the mild shortage in 2H’10.  

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