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Aug 30th,2010-------------Traced back from the history of Taiwanese DRAM vendors, Winbond is the first DRAM vendor established in 1987 and breed many talents for the industry. Taiwanese DRAM industry has rocketing in 1994 that PSC, ProMOS, Nanya are established and film the tight relationship with Japanese vendors.
Declining DRAM contract price helps to stimulate the PC content growth
July 30th,2010--- According to DRAMeXchange,a research division of TRENDFORECE, the bit shipment of total branded NAND Flash makers grows 20% QoQ in 2Q10. However, 2Q10 ASP roughly decline 9% QoQ due to the increasing output for TLC and raising TLC white-brand memory card penetration at cost edge.
July 30th,2010-----According to DRAMeXchange, the research division of Trendforce, WW 2Q10 DRAM industry recorded US$10.70B, which is 15.2% QoQ growth compared of US$9.29B in 1Q10. The revenue growth is contributed by the stable raising DRAM contract price and mild output growth.
July 28th,2010------According to DRAMeXchange, the research department of Trendforce, June NB shipment is recorded at 17M units with 9.3% MoM given 1.) Raising sea shipment portion. 2.) Inventory management of PC-OEM and for back-to-school demand. Third quarter is traditionally hot season for PC while average QoQ is 15%-20%.
