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DRAMeXchange: WW DRAM Revenue increases 40.7% in 3Q09

5 November 2009

According to DRAMeXchange, with the aggressive DDR3 migration in PC-OEMs and enhancing demand, DDR3 contract price has sharply rose 36% in line with the 24% increase of spot price. DDR2 contract price also hiked along with the DDR3 contract price that 3Q09 DDR2 contract price has rose 31% due to the tight supply in DDR2 and DDR2 inventory replenishment from some PC-OEMs.

3Q09 Sales Ranking of Branded NAND Flash Makers

2 November 2009

2009/11/01------As most branded NAND Flash suppliers benefited from the 4Q hot-season restock orders for electronic system maker clients after mid-3Q09, NAND Flash ASP slightly rose about 4% QoQ in 3Q09. Total branded NAND Flash shipment increased about 17% QoQ and it resulted in the overall branded NAND Flash makers' revenue improvement in 3Q09.

2HOct. Mainstream MLC NAND Flash Avg. Contract Price rose 4%~7%

23 October 2009

2009/10/23-------2HOct. mainstream MLC NAND Flash average contract price rose about 4%~7%. According to DRAMeXchange, the “High” price remains flat while “Low” price rose 7%~10% compared to the price in 1HOct since some vendors adjusted up the price continuously in past two weeks to reflect the tight supply.

DRAM spot price rose 63% 4Q09 TW wafer-in production is expected to hike to the peak in 2009

13 October 2009

 Taipei,Sep 17th,2009----Continuously with the strong upward pricing trend from 1H’Jul, both DDR2 and DDR3 spot price hikes to the 12-months record high recently. DDR2 1Gb eTT spot price rose 63% to US$1.71 in 9/15 from US$1.05 in 7/15. With rebounding DRAM price, Taiwanese DRAM vendors record 10% and 19% monthly revenue growth for July and August respectively.Says DRAMeXchange.

DRAMeXchange: New product and Replacement effect will stimulate the NB market in 2010

9 October 2009

2009/10/9—According to DRAMeXchange, NB shipment is expected to grow 16%~18% in terms of ODM basis in 2010 and regular notebook will be re-emphasized instead of netbook strategically.


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