2011년 2월 15일 18:51

DRAMeXchange: 1H’Febuary contract price reached the bottom

According to DRAMeXchange, a research department of TrendForce, 4Q10 DRAM contract price declined 50% and reached close to the bottom. After spotted a shrinking decline in January, February contract price seemed certain to rebound. DDR3 2GB averag...

2011년 2월 8일 18:38

DRAMeXchange: Worldwide DRAM revenue declined by 20% in 4Q10

According to DRAMeXchange (a research division of TrendForce), DRAM industry revenue decreased by 20% from $10.78 billion to $8.64 billion due to a 40% drop in DRAM contract price, despite of a 16% QOQ (quarter on quarter) DRAM output increase in ...

2011년 1월 31일 18:33

DRAMeXchange: Speculative Buying in the Chinese Market Triggered a 20% Increase in the DDR3 2GB Spot Price

According to DRAMeXchange, a research department of Trendforce, DDR3 1333 MHz 2Gb spot price surged from $1.83 to $2.03 before closing on Jan. 27th. Second day in Asia, the midday price arrived at $2.24, an impressive accumulated 22% increase in t...

2011년 1월 25일 18:08

DRAMeXchange: 2011 Netbook shipment will decline 18% YOY, primary growth depends on the emerging market

According to DRAMeXchange, a research department of TrendForce, PC-OEMs are holding on to their existing market share because they are facing a declining in Netbook demand. Asus launched Eee PC 1015PW and said they will introduce 3 to 4 more new m...

2010년 12월 7일 19:11

DRAMeXchange: Tablet PC is exploded in Taipei IT expo; most tablet PC will be launched in 1Q11

According to DRAMeXchange, a research division of Trendforce, with the higher acceptance from consumers, tablet PC is expected to become the spotlight in the Christmas holiday sales. Most vendors are accelerating the tablet PC launch. From the Tai...

2010년 11월 29일 19:02

DRAMeXchange: 2H’Nov. DDR3 2GB contract price declined 12%, DDR3 1Gb is closed to US$1.2

According to DRAMeXchange, the research department of Trendforce, 2H’Nov. DDR3 2GB “Average” contract price declined 12% to US$22 from US$25 while “Low” contract price dropped 12.5% to US$21. In 4Q10, DRAM vendors continued increasing output suppl...

2010년 10월 12일 17:26

DRAMeXchange: USB3.0 will heat on in 2011

USB 3.0 will turn to the mainstream transfer interface in 2011 and gradually replace USB 2.0 given 1.) Technology maturity in either “Host” side or “Device” side. 2.) Cost and price reduction in chipset and related components. 3.) The positive sup...

2010년 10월 8일 10:05

DRAMeXchange: 2H’Sep. mainstream NAND Flash contract price dropped 1-10%, year-end holiday inventory replenishment after Mid Oct. is expected

2H’Sep. mainstream NAND Flash contract price declined 1-10% mainly impact by the quarter-end effect. Meanwhile, we see the pricing strategies are varied given the different customer mix and order conditions that NAND Flash vendors have. Demand for...

2010년 10월 4일 17:27

DRAMeXchange: 2H’Sep. DDR3 contract price declined 6% and $1.5 for 1Gb is foreseeable in year end

According to DRAMeXchange, the research dept. of Trendforce, 2H’Sep contract price continue the downward trend that DDR3 1Gb “average” price has fallen below US$2 and DDR3 “average” contract price dropped 5.5% to US$34 from US$36, even “Low” contr...

2010년 9월 30일 13:14

DRAMeXchange: Surging tablet in 2011 will help the embedded NAND Flash demand

According to DRAMeXchange, PC vendor and mobile vendors has been forced to accelerate the development and launch schedule of tablet PC given the rocking iPad sales. In order to compete with iPad, we have seen non-apple tablet PC are re-designed wi...

2010년 9월 29일 16:53

DRAMeXchange: NB ODM expand non NB product lines aggressively given fierce competition and slower growth momentum

According to DRAMeXchange, the research department of Trendforce, 2Q10 gross profit margin of NB-ODMs has been impact by the raising raw material costs and further penetration of EMS vendors. Inventec GPM has declined 18.9% pts to 4.2% in 2Q10 fro...

2010년 8월 19일 15:02

DRAMeXchange: 3Q NB shipment growth lower than 5% for order cut

July revenue of PC vendors are beyond consensus due to the weak demand. According to DRAMeXchange, the research division of Trendforce, 3Q NB shipment QoQ will be lowered to below 5% from 12.8% given the slow recovery for European and American mar...

2010년 6월 1일 10:22

DRAMeXchange Compuforum 2010 : The Revival of Memory – Next Opportunity

on 1’st June, 2010 DRAMeXchange held its annual seminar, Compuforum 2010 and gathered industry leaders from around the world to share their knowledge in the production, market trend and technical aspects of the memory industry. According to Joyce ...

2010년 5월 27일 16:32

DRAMeXchange: Tablet PC will be the spotlight in 2010 Computex

According to DRAMeXchange, strong netbook growth credit to the PC market in 2009 since netbook has featured with affordable price with performance. 2009 netbook shipment is recorded in 28M units with 172% YoY. We DRAMeXchange expect that netbook h...

2010년 5월 8일 10:00

1Q10 Sales Ranking of Branded NAND Flash IC Makers

Branded NAND Flash makers’ ASP mildly declined about 5% QoQ while the total bit shipment increased about 15% QoQ in 1Q10. Branded NAND Flash makers' total sales reported US$4.363bn in 1Q10, up 11.6% QoQ from US$3.91 bn in 4Q09. According to DRAMeX...

2010년 4월 30일 13:08

DRAMeXchange: WW DRAM revenue increase 6.9% in 1Q10 continuously

According to DRAMeXchange, 1Q10 DDR3 average contract price and spot price has rise 16% and 14% respectively after the huge jump-up 40% and 30% in 4Q09. 1Q10 DDR2 average contract price and spot price also rise 5% and flat given the strong 61% and...

2010년 4월 28일 16:38

DRAMeXchange: iPad and iPhone will credit to the slight shortage on NAND Flash demand in 2H’10

iPad and iPhone 4G, the new product of Apple, has attracted many spotlight this year. According to DRAMeXchange, 2010 iPhone shipment is expected to reach 40M units while NAND Flash consumption will account 9% of total. We believe the NAND Flash d...

2010년 3월 31일 16:22

DRAMeXchange: First time over 200M units, NB shipment growth is estimated at 30% YoY

DRAMeXchange has published the new research report toward Notebook industry. According to DRAMeXchange, NB shipment will have higher chance to grow over 200M units to 203M units with 27.3% YoY. Netbook is expected to grow 27.8% to 36.3M units whil...

2010년 3월 26일 15:49

Mixed market concerns posed the slight ups and downs for 2H Mar. NAND Flash contract price

2HMar. NAND Flash contract price slightly fluctuated up or down within 5% due to the mixed favorable & unfavorable market factors. Most NAND Flash suppliers are benefited from the stable OEM orders from some electronic system customers, which will...

2010년 3월 22일 14:43

Ban on incandescent lamps creates immense business potential

Governments around the world began to commit in promoting energy-saving policies, and the cost of LED lighting began to fall; these factors help to stimulate the growth of the energy-saving market. Research institute LEDinside indicated that with ...

2010년 3월 12일 08:50

DRAMeXchange - 1H2010 SSD compared and analyzed

A total of 40 SSD products were listed in the evaluation, mostly MLC SSDs with capacities of 64GB and 128GB. In the evaluation, DRAMeXchane compared the differences between SLC NAND Flash and MLC SSD, as well as the differences between SSD control...

2010년 3월 11일 08:43

DRAMeXchange: Outperformed DRAM demand in slow season expected high level in 2Q10

According to DRAMeXchange, 1H’Mar. DRAM contract price still contain its momentum that most price quotation remains same. Some vendors mildly adjust up 2%-3% DDR3 price that out DDR3 2GB ”Low “price and “Average” price consistently locates at US$4...

2010년 2월 11일 09:05

DRAMeXchange: contract price of DDR3 will continue to rise

According to survey by DRAMeXchange, contract prices in 1HFeb showed mixed trends – average contract price of DDR3 rose by 4.9% from $41 to $43, whereas that of DDR2 slid by 2.4% from $41 to $40. In terms of market dynamics, DDR3 is still in tight...

2010년 1월 29일 13:10

DRAMeXchange: WW DRAM Revenue increase 42% in 4Q09

According to DRAMeXchange, 4Q09 revenue has grown 42% due to the hiking DRAM average price and output enhancement, which has shown another progress after 40% revenue growth 3Q09. With the windows 7 launch in end of Oct. and recovering macro-econom...

2010년 1월 28일 16:20

DRAMeXchange: iPad stimulates demand of NAND Flash

According to DRAMeXchange, regarding the impact of iPad on the NAND flash industry, Apple currently controls over 20% of the NAND flash demand according to our estimation. Therefore, whenever Apple launches new products, the popularity of the new ...

2010년 1월 26일 09:46

2HJan. NAND Flash contract price roughly remains flat under market consolidation, says DRAMeXchange

2HJan NAND Flash contract price roughly stays flat given the steady inventory replenishment demand for Chinese Lunar New Year seasons from electronics system and memory card customers, which roughly meets the expectation of NAND Flash related make...

2010년 1월 4일 15:21

DRAMeXchange: Hot PC growth, Component shortage and Tight Packaging and Testing in 2010

According to DRAMeXchange, given the outperformed PC sales in Thanksgiving & Christmas, recovering global economy and new launch Windows 7, PC shipment indicates the satisfactory figures that we have adjusted 4Q09 NB shipment QoQ from 8.7% to 11.9...

2009년 12월 24일 16:41

DRAMeXchange: DRAM Shortage will likely happen in 2H10

With the recovering PC shipment at 2009, DRAM shortage had accelerated since August and reach at the peak in October. Some PC-OEMs even spent US$55, 1Gb for US$3.25 equivalent, for DDR2/2GB module from module houses at spot market. Despite with th...

2009년 12월 24일 16:29

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

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 ...

2009년 12월 18일 08:51

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

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). We ...

2009년 12월 11일 13:00

Patented Cathode Materials for Lithium Iron Batteries Help Taiwan Makers Tap into the International Market

The automotive battery, which has put international makers into a production race, is the key to electric vehicle industry. DRAMeXchange observes that Taiwan’s battery industry doesn’t goes well because it has neither as much capital as Japanese o...

2009년 12월 11일 13:00

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

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 ...

2009년 11월 5일 16:47

DRAMeXchange:WW DRAM Revenue increases 40.7% in 3Q09

According to DRAMeXchange, with the aggressive DDR3 migration in PC-OEMs and enhancing demand, DDR3 contract price has sharply rose 36% in line with the 24% increase of spot price. DDR2 contract price also hiked along with the DDR3 contract price ...

2009년 8월 13일 08:40

Kingston adjusted 2GB module up by 30% to US$ 26.5, leading to upward spot market pricing, says DRAMeXchange

According to DRAMeXchange, Kingston, the worldwide memory module leader, adjusted DDR2 2GB module to US$23.5 from US$20. Currently the most updated price is US$26.5. This movement also lead to the upward pricing trend in spot market, resulting in ...

2009년 8월 11일 17:00

Chinese notebook market is hot and crowded

Impact by low price netbook, traditional notebook face the pricing pressure in Chinese market. According to DRAMeXchange, Lenovo grabbed 30% market share and dominate in the ranking while HP and Dell tapped No.2 and No.3 respectively. Taiwanese no...

2009년 8월 11일 13:16

1HAug. NAND Flash contract price appears ups and downs with mixed market factors

1HAug. mainstream MLC NAND Flash contract price appears ups and downs with mixed factors that some suppliers slightly adjusted down 2%-5% on some high-density MLC NAND Flash contract price to spur the demand since output portion of high-density pr...

2009년 8월 5일 08:00

WW DRAM Revenue increases 27.1% in 2Q09, says DRAMeXchange

According to DRAMeXchange, with the production cut effect in DRAM contract price, PC system vendors continue to replenish their DRAM inventory under the low pricing status and resulted in the 23% growth contract price in 2Q09. Given the tight supp...

2009년 7월 24일 14:51

2H’July mainstream MLC NAND Flash contract price declines around 4%

2H’July mainstream MLC NAND Flash contract price slightly declined around 4% since customer base and demand varied during the period and resulted in the mild downward pricing trend. Says DRAMeXchange. July is traditionally regarded as the slow sea...

2009년 7월 22일 15:51

2H’July contract price for DDR3 rose 9% to US$24, says DRAMeXchange

According to DRAMeXchange, resulting from the 5% upward pricing in term 1H’July, DDR3 contract price for 2H’July hikes again due to tight DDR3 supply and aggressiveness in inventory replenishment for PC-OEMs. Most DDR3 2GB price deal are negotiate...

2009년 7월 13일 16:49

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

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 Fla...

2009년 7월 8일 09:02

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

As demand for LED TV and LED NB expands, LED chips are running short of supply during the second quarter of this year, which has resulted in a more stable price of white LED compared to that of last year, according to LEDinside, a LED industry res...

2009년 6월 25일 08:18

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

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.Say...

2009년 6월 23일 16:41

DRAMeXchange: SSD penetration rate in standard NB PC to be about 1.5% in 2009

Solid State Drive (SSD) has been the killer application in NAND Flash market due to higher content per system consumption and more popular applications. According to DRAMeXchange, SSD market penetration rate in standard NB market will be estimated...

2009년 6월 19일 08:43

NAND Flash Price Remains Flat due to Quarter-End Effect and Slow Season

NAND Flash market has remained stable since the beginning of June. As for demand side, the market has not fully recovered and end-product sales are perceived weak.Says DRAMeXChange. The launch of new generation iPhone is expected to have some posi...

2009년 6월 9일 18:41

Latest Development of SSD Products

Computex Taipei 2009 Review： Latest Development of SSD Products Solid-State Disk (SSD) has been widely applied in military and industry products. With the beginning of adoption by PC, SSD soon expanded its applications to various consumer electro...

2009년 6월 9일 18:06

shipments of iPhone 3GS above 9 millions for 2H09

Apple just announced to launch new iPhone model “iPhone 3G S”.DRAMeXchange forecast the shipment will be above 9 millions for 2H09 but the achievement is deeply relied on the consequence of cooperation deal between Apple and international operator...

2009년 6월 2일 13:38

DRAMeXchange Compuforum '09: Decipher the Memory and Storage Industry

Deemed as one of the most successful international events at this year's Taipei Computex show, DRAMeXchange held its annual conference at the Taipei international convention center. Conference participants, ranging from leading memory storage to p...

2009년 5월 27일 11:14

2H May mainstream NAND Flash MLC average contract price slightly declined 2%-6%

NAND Flash contract price remains flat in 2H May. Some mainstream MLC average contract price has slightly decline 2% to 6% due to the high density products promotion by some vendors in Mid-May,says DRAMeXchange. With the coming quarter end, some v...

2009년 5월 18일 18:13

DRAMeXchange:All in one PC will be a better seller with Windows 7

The market segment of All in One PC (AIO) was always there since years ago, it’s just that it used to be a niche, alternative product. With the coming Windows 7, a new operating system that Microsoft will launch this year, supporting Multi-touch, ...

2009년 5월 13일 17:57

DRAMeXchange expects 10 million units CULV in 2009

While considering the supply and timeliness of the CULV CPU and its related components, the CULV CPU NB shipment scale is estimated to reach 8 to 10 million units worldwide in the year 2009, and account for 7% to 9% of the traditional NB market sh...

2009년 5월 13일 09:34

Revenue Ranking of NAND Flash Branding companies in 1Q09

The 1Q09 total revenue of WW NAND Flash Branding companies was 2.086 billion USD, dropped 2.4% from 2.137 billion USD in 4Q08. Although the industry was still under the continuing impact of global recession and weakening demand, the price remained...

2009년 5월 12일 08:48

Q109 Revenue of WW DRAM Industry Declined 22.3%, say DRAMeXchange

For WW own brand, the Korean vendor's share accounts for 50.1% (exclude others) and its leader position remained unchallenged in Q1. Taiwanese vendors' share slightly increase to 13.6% from 11.8% due to the production adjustment by PSC, Nanya and ...

2009년 5월 12일 08:45

DRAMeXchange “1H May NAND Flash Contract Price rose 0% to 12%”

Average NAND Flash contract price of 1H May, 2009, rose between 0 to 12%. In 1H May, following previous NAND Flash suppliers' allocation policy in April, upstream suppliers provided system makers as their priority and reduced allocation to memory ...

2009년 5월 5일 19:35

DRAM Contract Prices in May to Raise 10%-15% MoM, says DRAMeXchange

Sources indicate that the biggest DRAM spot market suppliers, Powerchip and Elpida, have stopped shipping chips to the spot market, resulting in tighter supply, says DRAMeXchange. Therefore, DDR2 1Gb spot prices have stayed strong at US$1.2. Meanw...

2009년 4월 29일 18:55

2Q NB Growth Driven by China Market, says DRAMeXchange

According to DRAMeXchange, owing to benefits provided by the shipment of new projects, the NB ODMs are still optimistic toward 2Q NB (including Netbook) shipment and estimate that the QoQ shipment growth can reach 15%. The April MoM shipment is ex...

2009년 4월 28일 15:48

DRAMeXchange, “MLC NAND Flash contract price surged up 8% to 18% in 2H April”

In 2H April, the mainstream MLC NAND Flash contract price went up about 8% to 18% reflecting the inventory replenishment demand of system clients and China mobile phone market and the continuing supply controlling of NAND Flash vendors.DRAMeXchang...

2009년 4월 22일 18:27

SSD Evaluation List of 1H2009 announced by DRAMeXchange

DRAMeXchange announces the evaluation result of SSD(Solid-state drive).OCZ wins “Best Overall performance” award while Chiantech is “Best industrial design”. Besides NAND Flash chips, controlling chips are also key components to SSDs,and now there...

2009년 4월 20일 14:42

LEDinside estimates the market penetration rate of LED TV to be 2% in 2009 and 11% in 2012

With the brand TV manufacturers all introducing new LED TVs, LED TV has gradually become one of the trump applications in LED industry. LEDinside projects that if all LCD TVs feature LED backlight, the consumption of LED in TV section would be 8 t...

2009년 4월 17일 09:15

Manufacturers jump aboard “Bandit NB” bandwagon amid market frenzy, states DRAMeXchange

Given the affordable retail prices and China’s attempt to make the Internet more accessible to its people, “Shan Zhai Ji” or bandit NBs have become increasingly popular in the country. DRAMeXchange believes the strong market potential will continu...

2009년 4월 16일 08:36

DRAM CAPEX of 2009 Decreased by 56%, says DRAMeXchange

The 2008 DRAM chip price dropped more than 85%, while the global DRAM industry has faced more than two years of cyclical downturn, and the consumer demand suddenly froze because of the global financial crisis in 2H08. In 1Q09, the DDR2 667 MHz 1Gb...

2009년 4월 7일 18:50

NAND Flash Contract Price of 1H April Rose Due To Shipment Adjustment, states DRAMeXchange

MLC NAND Flash contract price of 1H April, 2009, rose between 0 to 16% due to shipment adjustment from upstream NAND Flash suppliers, says DRAMeXchange. Major NAND Flash suppliers tend to increase their shipment for system makers but decrease thos...

2009년 4월 1일 08:42

DRAMeXchange projects a mere 2.43% DRAM supply bit growth in 2009

Battered by the DRAM downturn over the past two years, most DRAM makers are facing cash sufficiency problems and may default payment due in the short term. DRAMeXchange believes some DRAM makers will be forced to maintain low utilization rates of ...

2009년 3월 31일 18:52

NAND Flash Vendors expects 16 Gb MLC contract price to hit US$ 3.5, says DRAMeXchange

According to the DRAMeXchange market survey results, NAND Flash vendors kept controlling output and will increase high density chips in 2Q09.Those vendors expects NAND Flash contract price to hit US$ 3.5 recently. The NAND Flash vendors will conti...

2009년 3월 25일 08:47

NAND Flash Upstream and Downstream Vendors face Price Fluctuation, says DRAMeXchange

The NAND Flash contract price hit bottom at the end of 2008 and started to rebound. Upstream suppliers will face price pressure un 2Q for slow season while downstream vendors are dealing with higher cost. Says DRAMeXchange. Taking the main stream ...

2009년 3월 10일 18:27

DRAMeXchange expects limited NAND Flash price fluctuatation due to rush order effect

Due to rush orders from downstream clients, NAND Flash average contract price of 1H March, 2009 showed stability or slight rise. Currently, the rush orders are mainly from the restocking demand in the China domestic market, especially for white-bo...

2009년 3월 4일 18:19

DRAM vendors face toughest 5x nm process migration battle, states DRAMeXchange

The DRAM industry has faced two years of downturn - the global financial crisis which started from 2H08, and the freezing demand. According to DRAMeXchange, Q408 DRAM chip price dropped more than 54% and DRAM vendors had to deal with severe cash o...

2009년 2월 25일 08:50

China’s “Home Electronics Down to the Country Side” policy—The PC business opportunities, states DRAMeXchange

According to DRAMeXchange, to expand domestic demand to compensate for the decrease of export, Chinese government started to advocate the policy of “Home Electronics down to the country side” in December 2007. Through purchasing designated home el...

2009년 2월 19일 18:19

4Q08 WW DRAM vendor revenue declines 40%, says DRAMeXchange

Since the consumer demand freeze caused by the global economic downturn and the financial crisis in 2H08, the DRAM quarterly average spot and contract prices both dropped over 40% QoQ. According to the new survey statistics done by DRAMeXchange, t...

2009년 2월 17일 17:33

DRAMeXchange expects NAND Flash CAPEX will decrease 58.9% in 2009

NAND Flash makers became more rational and focused on improving profitability. DRAMeXchange expects that the 2009 annual NAND Flash CAPEX will decrease 58.9%, larger than the decrease of 27.7% in 2008. This is helpful to the slowing down of 2009 a...

2009년 2월 9일 18:59

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

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...

2009년 2월 6일 15:47

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

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. DRAMeXchange says,the annual revenue of Toshiba was...

2009년 1월 20일 18:27

DDR3 Memory Won't Be Mainstream Until 2010, says DRAMeXchange

The overall oversupply situation and the severe 2H08 financial crisis not only influenced DDR2 1Gb eTT chip price to drop 73%, DDR3 chip price was also affected by DDR2. DDR3 1033 Mhz 1GB contract price plunged from 13 USD to 8 USD in Q4, which is...

2009년 1월 13일 18:42

DRAMeXchange indicates WW DRAM capacity cut has surpassed 22% in January 2009

DRAM chip price has plunged since 2007 and suffered loss for almost seven consecutive quarters. WW DRAM vendors have lost 10 billion USD in 2007 and 2008, among this Taiwanese vendors stands 4.2 billion USD. Main reasons were the optimistic view t...

2009년 1월 6일 18:39

2009 WW DRAM CAPEX expected to cut 40% to 50%, says DRAMeXchange

According to DRAMeXchange, in the spot market, DDR2 1Gb eTT chip price has increased from the lowest 0.59 USD to recent 0.92 USD, a range of 56% since Mid December (12/15-1/6). DDR2 667 Mhz 1Gb chip price also rallied from 0.58 USD to 0.78 USD wit...

2008년 12월 31일 08:44

Major events in the 2008 DRAM industry

Looking back at 2008, WW DRAM industry has faced severe oversupply and industry structural problems. In 1H08, most 8 inch fabs has switched to non-DRAM productions. Vendors switching from 8 inch DRAM capacity to 12 inch capacity to lower DRAM chip...

2008년 12월 24일 08:47

DDR2 1Gb spot chip price may reach 1 USD again in Q1, says DRAMeXchange

After the DDR2 667Mhz 1Gb chip price plummeted through 1 USD cash cost in October and dropped to vendor’s material cost 0.6 USD, the DRAM vendors could not tolerate the loss any more and cut more and more output. According to DRAMeXchange, Taiwane...

2008년 12월 18일 08:47

Taiwanese DRAM output may top the world with moderate government aid, says DRAMeXchange

According to DRAMeXchange, commodity DRAM contract price plunged sharply in 2007 due to the oversupply, with 83% drop YoY and 48% drop in 1Q07, and most vendors started to suffer from loss in 2Q07. At the beginning of year 2008, DRAM price quietly...

2008년 12월 11일 13:20

DRAMeXchange Survey Result: Dell, Lenovo and HP the primary choice in China market

According to DRAMeXchange, 2008 China NB market scale is estimated to reach 8.5 M, and accounts for 6.5% of the global NB market, which is 130M include Netbook. Although the contribution of its scale to the global NB shipment is still limited, whi...

2008년 12월 10일 17:42

SSD penetration rate in Low Cost PC market drops from 70% in 1H08,to roughly 10% in 2009, DRAMeXchange reveals

DRAMeXchange estimates Shipment for Low Cost PC in 2009 will reach 22.7M. However, SSD penetration rate in Low Cost PC market dropped from 70% in 1H08, 18% in 2H08 to roughly 10%. DRAMeXchange estimates that the NAND flash Q408 demand will be unde...

2008년 11월 25일 18:40

DRAMeXchange indicates DDR2 1Gb eTT price hits USD 0.81, marking a new historical low

According to DRAMeXchange, last week (11/18-11/24), DDR2 spot chip price hit historical low with DDR2 1Gb eTT price drop from USD 0.87 to USD 0.81, with a range of 6.9% and a 33.6% drop from the beginning of the Q4. DDR2 667 MHz 1Gb price dropped ...

2008년 11월 19일 16:01

DRAM production cut pressures packaging and testing utilization rate, says DRAMeXchange

According to DRAMeXchange, accompanied with the severe DRAM over supply and the global economic slow down, DDR2 1Gb eTT chip price has plunged from the beginning of the year USD1.76 to the current USD 0.92 in 2008, with a 48% drop range, and the D...

2008년 11월 13일 08:39

DRAM Makers’critical decision: “reduce or retire”, says DRAMeXchange

DRAMeXchange believes that the DRAM industry has entered the key adjusting stage of “reduce or retire”. The big scale reduction is now in progress and even some DRAM vendors will be out of the DRAM market in 2009. This adjusting wave will continue...

2008년 11월 4일 18:00

DRAMeXchange reports 3Q08 NAND Flash ASP declines 30%

According to DRAMeXchange, global branded NAND Flash makers announced total revenue US$2,766 billion for 3Q08, down from the previous quarter’s US$3,111 billion. Branded NAND Flash suppliers suffered from pessimistic sales, because global economy ...

2008년 10월 29일 14:05

DRAMeXchange estimates total DRAM worldwide production cut of 12-13%

Nanya and Inotera have also announced production cuts in addition to previous announcements from PSC, Elpida, Hynix, and ProMOS. For Nanya, in addition to delaying expansion plans for both Mei-ya (a joint venture with Micron) and Fab3 Phase 2, its...

2008년 10월 8일 08:37

DRAMeXchange foresees generation shift to DDR3

To DRAM industry, 2007 and 2008 are absolutely considered the down years. Over expansion by the DRAM makers resulted in an over-supplied market where DDR2 die price fell sharply. With the expectation of lower PC sales in Q4, DRAM inventory is expe...

2008년 10월 1일 19:00

DRAMeXchange indicates DRAM price continues to weaken despite production cutback

DRAM makers such as PSC, Elpida, and Hynix have separately announced production cutbacks on September 8th , 9th , and 18th. If the cutbacks proceed as scheduled, we expect to see a reduction in worldwide DRAM production by 5 to 6% around end of Oc...

2008년 9월 22일 15:08

Some players with weak cost structures may follow after Hynix's cutback, says DRAMeXchange

After Elpida/PSC's 10-15% output cut, Hynix Semiconductor Inc. (Hynix) announced operation stoppage of total production output will come from 200mm FABs. Amid the reduction of Elpida/PSC, together with Hynix, global DRAM output is estimated to be ...

2008년 9월 17일 18:11

DRAMeXchange indicates major players need to trim output to ensure market stability

According to DRAMeXchange, PSC and Elpida have announced respective DRAM output cut recently. Amid the reduction, global DRAM output is estimated to be reduced by 2-2.5% accordingly. Of which, PSC will cut output by 10-15% and Elpida will cut its ...

2008년 9월 2일 17:46

DRAMeXchange indicates a new record low for DDR 1Gb

Demand for DRAM did not recover after the Beijing Olympics. Memory module makers, whom realize that their expectations have failed, are starting to initiate price cut in China. According to DRAMeXchange, price of DDR2 1Gb eTT has dropped by an app...

2008년 8월 19일 18:18

DRAMeXchange expects further drop of DRAM contract price in 2H August

According to DRAMeXchange, DRAM spot price failed to rebound after 1Gb DDR2 eTT dropped below US$1.80 – a benchmark for a price bottom, on August 7. In the week August 12-18, price of 1Gb eTT DDR2 has dropped by 1.7% from NT$1.79 to US$1.76, where...

2008년 8월 12일 18:36

DRAMeXchange indicates NAND Flash contract price likely to reverse in late 3Q

According to DRAMeXchange, a downhill trend is seen in NAND Flash contract price market in 1HAug, with prices dropped by an approximate of 5-15% sequentially. The weakening price trend is primarily because of a consistent sluggish demand. A bounce...

2008년 8월 8일 08:57

DRAMeXchange reports DRAM 2Q revenue grows 12.7%

According to DRAMeXchange, price of DRAM has been appreciated by 17% QoQ in contract market and only 4.4% in spot market in 2Q. The relatively strong price appreciation in the contract market has benefited those DRAM makers, who have a relatively ...

2008년 8월 6일 08:48

DRAMeXchange reports 2Q08 NAND Flash QoQ declines 9%

According to DRAMeXchange, discouraged by a consistent weak demand for consumer electronics and plunge of consumer confidence index, sales of global branded NAND Flash vendors declined 9.0% QoQ at US$2.90bn in 2Q08. Both ASP and sales volume were ...

2008년 7월 31일 08:41

DRAMeXchange indicates equilibrium to cause DRAM industry turnaround

According to DRAMeXchange, during the week July 22-28, DRAM spot pricing sustained its stable trend with limited fluctuation. Overall inventory at the spot market is still high. Despite the approaching traditional hot season, an absence of a criti...

2008년 7월 22일 18:39

DRAMeXchange estimates NAND Flash supply bit growth to reach 149% YoY

According to DRAMeXchange, curbed by extended impact from subprime crisis, inflation pressure and China’s natural disaster, influence of a seasonality downturn for NAND Flash-based end-applications, such as handset, MP3 player and memory card, is ...

2008년 7월 17일 08:24

DRAMeXchange foresees NAND Flash price to rebound in late 3Q.

According to DRAMeXchange, NAND Flash spot price had either dropped slightly or remained stable over the week of July 7 to 14 as demand fades at quarter-end and is not fully in effect to the market so far. As for supply, there’s no significant cha...

2008년 7월 16일 08:35

DRAMeXchange indicates DDR2 eTT 1Gb securing at US$1.80 mark

DRAMeXchange records that prices of 512Mb and 1Gb have dropped by 6.2% and 5.6%, respectively, during July 1-14. In the branded segment, prices of 512Mb 667MHz and 1Gb have been also dropped by 2.9% and 5.9%, respectively, in the same period. DRAM...

2008년 7월 3일 08:27

DRAMeXchange foresees 10~20% increase for 1Gb eTT in 3Q

DRAMeXchange indicates that a low transaction volume during seasonal downturn is normal, but a divergent price trend in two market places is indeed rare. In two weeks time, spot price of eTT 1Gb dropped by 8.4%, down from the high-level US$2.15 in...

2008년 7월 2일 08:50

DRAMeXchange: price stabilization for NAND Flash after August

DRAMeXchange indicates that average NAND Flash contract price of 2H June dropped at the range between 5 to 25% due to the quarter-end factor. Market suppliers take strategic price-cut policy to lower their stock and stimulate the weaker NAND Flash...

2008년 6월 25일 08:49

DRAMeXchange indicates that DRAM price gap attracts OEMs to buy from spot vendors

DRAMeXchange indicates that a dismal DRAM spot price was observed last week (6/17-6/24), with price of DDR2 eTT 1Gb once dropping below US$2. Since there is price gap between spot and contract, some OEMs have started to buy parts from the two “spo...

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