DRAMeXchange “1H May NAND Flash Contract Price rose 0% to 12%”
Due to as low as one-month visibility in NAND Flash market and sustained price surge over the past 4 months, most clients are more conservative in purchasing and keep observing current price trend. However, as NAND Flash suppliers will adjust 2Q09 output pace, DRAMeXchange expects the contract price to roughly stabilize in the short-term.
After Mid April, both upstream and downstream NAND Flash suppliers and makers announced their 1Q09 earning release. Most upstream suppliers have still suffered from financial loss though the situation slightly improved when comparing with 4Q08.
On the other hand, downstream handset and DSC makers also faced the worst shipment results both in QoQ and YoY. Looking into the previous shipment patterns, the number in 2Q will usually increase while comparing with 1Q. DRAMeXchange expects NAND Flash suppliers to continue to adjust their output growth rate and stabilize NAND Flash price to improve their profitability with gradually recovering downstream demand.
About DRAMeXchange
DRAMeXchange is a global leading provider of market intelligence, in-depth analysis reports and consultant services on major electronics components. Our company consists of 3 major research divisions---DRAMeXchange, WitsView and LEDinside which cover the DRAM, NAND Flash, PC, display and LED research sectors.
In the year 2000, the company started to deliver market intelligence services under the name of DRAMeXchange technology. This includes current business environment, real-time spot trading prices, market trends, capital spending and wafer capacity trends, the impact of DRAM/flash memory products on the market, and other relevant PC industry information. You can learn more about DRAMeXchange by visiting www.dramexchange.com.
In 2006, DRAMeXchange acquired LCD research institute WitsView to provide insights on the display industry.
In 2007, LEDinside, a subsidiary of DRAMeXchange was launched and has become one of the most popular and distinguished online news and information provider for the LED market.
The contents of this mail is for the use and reference of the intended recipient only. This mail is for informational purposes only, so all data or other information contained herein are not warranted to be complete and accurate. Neither the information nor any opinion expressed constitutes an offer, or an invitation to make an offer, to buy or sell any securities or any options, futures or other derivatives related to such securities ("related investments").
웹사이트: http://www.DRAMeXchange.com
연락처
Patricia Chien
Tel: +886-2-7702-6888 ext 555
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2011년 2월 15일 18:51
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2011년 2월 8일 18:38