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Samsung receiving large quantity order will drive NAND Flash price upward in the Spot Market, says DRAMeXchange

12 February 2009

Taipei, February 9th, 2009, since the recent capacity cut done by some NAND Flash vendors had caused the chip supply to decrease sharply in spot market, some NAND Flash buyers switch their procurement orders to Samsung. Therefore NAND Flash spot market supply showed signs of tightness and stimulated a strong rally of today’s price.

DRAMeXchange reports 4Q08 and 2008 Sales Ranking of NAND Flash Brand Companies

6 February 2009

Taipei, February 6, 2009 -- NAND Flash Brand Companies released total revenue of 2008.Samsung’s annual revenue was 4.614 billion USD and gained 40.4% market share, remained at number one position, according to DRAMeXchange.

NAND Flash price will have sufficient momentum to rise would depend on upstream suppliers' further reduction decision, says DRAMeXchange

6 February 2009

Taipei, February 3, 2009 -- Due to Hynix earlier reduction on its 8 inch fab and Toshiba’s reduction on its 12 inch fab, NAND Flash price rebounded at the end of 2008. 8Gb and 16 Gb MLC contract price rose 70% and 50%, respectively, and reached $1.82 and $2.46.

Panel makers huge financial losses triggers another component price war, says WitsView

3 February 2009

Taipei, February 1, 2009---As panel makers gradually disclose their 4Q08 financial results, it is seen that even the first tier players have started to post huge financial losses. Obtaining further material costdown has become one of the most efficient ways to improve businesses. According to WitsView, the component price war is expected to be exceptionally intense this quarter.  

Both SI and brand monitor shipments fall 11% in December 2008, says WitsView

3 February 2009

Taipei, January 22, 2009---According to WitsView, the Top 10 SIs shipped a total of 7.9 million monitors in December. This amounted to a MoM drop of 11.8%. In the wake of the continuous macroeconomic woes, the decline was mainly attributed to the SIs’ inventory clearing since November, along with December’s year-end inventory accounting.

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