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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.

NAND Flash market forecast : Shortage likely in 2010

6 October 2009

Taipei,Oct. 6th,2009----From demand side perspective, DRAMeXchange  expects that various of NAND Flash application end product will recover in 2010 given the better global economy. The density of traditional NAND Flash application such as MP3, memory card and UFD will be continuously lifted.


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