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1HDec. mainstream MLC NAND Flash avg. contract price roughly dropped 1~20%

24 December 2009

2009/12/11-----------1HDec. NAND Flash contract prices partially remained flat or declined that mainstream MLC NAND Flash “Average” price dropped 1-20% while SLC NAND Flash price remains flat. DRAMeXchange has seen some NAND Flash related suppliers and clients intend to lower inventory level while some are ready for pricing promotion during the year end hot season. That is, 1HDec.

Year-end hesitated view triggered the flat and 1%-5% slight average contract price decline for 2HDec.

24 December 2009

2009/12/24-------2HDec NAND Flash average contract price basically remains flat while 32Gb/16Gb MLC average contract price slightly decline 1%-5% given the slower procurement momentum for some downstream clients during the Christmas vacation.

DRAMeXchange: Outperformed 4Q PC shipment bring the optimistic 1Q10 PC markets

17 December 2009

    2009/12/17--- According to DRAMeXchange, 1Q10 NB shipment decline will merely down to below 10% compared with the 15%~20% historical pattern and 18% in 1Q09 given the positive impact by Chinese Year sales and new platform launch.(Intel’s Calpella& Netbook).

LED industry entering the down cycle; recovering after Chinese New Year 2010

16 December 2009

2009/12/16------Based on statistics from LED industry research institute LEDinside, Taiwan’s listed LED manufacturers recorded total revenue of NT$6.852 billion in November 2009, down by 1.7% from NT$6.974 billion in October (+65% YoY).

WitsView: Large-sized panels posted outstanding performance in November, indicating a stronger down cycle

15 December 2009

According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) rose by 3.4% MoM to 49.53 million units in November 2009, and its YoY performance far-exceeded expectations, with a 74.2% surge.


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