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Spurred by demand LED output returned to last year’s benchmark

13 July 2009

 Taipei,July 13th 2009----According to the industry research institute LEDinside, in June 2009, Taiwan’s listed LED manufacturers recorded total revenue of NT$565.2 billion a 9.5% growth compared to NT$516 billion in May (+4.7% YoY). Considering the past experience, the demand for the hot season is likely to extend through September and October.

Slow Season Effect: 1HJuly mainstream MLC NAND Flash contract price slightly dropped 1%-5%.

13 July 2009

 Taipei,July 13th 2009-----End-customer’s purchase willingness in early July is cautious since July is traditionally regarded as the slow season for NAND Flash main products such as memory card and UFD. Inventory level for some card makers is still above one month. NAND Flash vendors slightly lower mainstream MLC NAND Flash contract price to enhance the purchase volume.

LEDinside Expects LED Chip Supply Strained Won't Be Eased Till Year End

8 July 2009

LEDinside Expects LED Chip Supply Strained Won't Be Eased Till Year End July 7, 2009

DDR3 July contract price is expected to rise 5%~10%. DDR3 portion will be up to 30% by the year end

2 July 2009

 Taipei,July 1st 2009----- The June contract price did not fluctuate since some contract deals between PC OEMs and DRAM vendors are conducted either in monthly basis or quarterly basis. DRAMeXchange believes that DDR3 contract price in July will increase 5%~10% due to the aggressive CULV promotion and new contract deal negotiation in July.

Mainstream MLC NAND Flash average contract price roughly stayed flat in 2H June

24 June 2009

Taiepi,June 24th 2009----Mainstream MLC NAND Flash average contract price stayed flat or slightly declined in 2H June due to the interaction of quarter-end, slow reason and new smart phone launch effects. Therefore, recent NAND Flash market showed consolidating status.Says DRAMeXchange.


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