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DRAMeXchange: 1H’Sep DDR3 2GB average contract price decline 10% and 20% QOQ is expected in 4Q10

17 September 2010

DRAMeXchange: 1H’Sep DDR3 2GB average contract price decline 10% and 20% QOQ is expected in 4Q10

WitsView: Large-sized Panel Shipment Added 2% in August; Inventory Pile-Up Led to A Weaker Peak Season

16 September 2010

According to the latest survey by WitsView, large-sized panel shipment posted a 2% MoM increase to 51.79 million units in August. Downstream vendors restocked early in preparation, leading to the record high shipment in large-sized panels in 2Q10. However, since the end-market demand was worse than expected, the rising inventory among downstream vendors become the top priority to clear away.

DRAMeXchange: Strong smartphone momentum helps to stimulate NAND Flash demand

14 September 2010

Due to the impact from European financial issue, sloppy end demand and higher inventory level, 2H10 shipment from IT and consumer electronics has been adjusted down. However, mobile handset vendors has aggressively digest the inventory and launch smartphone, handset shipment will lead any other consumer electronics.

LEDinside:Inventory Preparation for Christmas Hot Season to Help Reviving LED Industry

14 September 2010

Based on the industry researcher LEDinside’s analysis and statistics, in August 2010, listed LED manufacturers in Taiwan reported total revenue of NTD 10.593 billion, posting a 2.4% decline, compared with revenue of NTD 10.853 billion in July and a rise of 64% YoY. The revenue for LED chip manufacturers in August reached NTD 4.89 billion, down by 1.6% from July.

2HAug average contract price indicated mildly 1-7% decline

2 September 2010

2HAug average contract price indicated  mildly 1-7% decline


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