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May 03 2012

DRAMeXchange
14:47

[Weekly info]TrendForce: 2HApr. Mainstream NAND Flash Average Contract Price Falls 2-9% due to Slow Season Effect and Seesaw-battle Price Negotiations

According to DRAMeXchange, a research division of TrendForce, 2HApr. inventory replenishment for China’s Labor Day holiday was not as expected. Furthermore, aside from restocking for certain new tablet PC and smartphone models hitting the market in 2Q12, most system product and memory card application markets remain sluggish, affected by the 1H slow season...
Tags: Weekly info

May 02 2012

DRAMeXchange
11:28

[Weekly info]TrendForce: Competition Heats Up, Mobile DRAM Headed Towards Era of Low Profits

According to DRAMeXchange, a research division of TrendForce, with the rising popularity of smartphones and tablet PCs, DRAM makers are eagerly expanding mobile DRAM capacity, which not only improves profitability but lowers risk from commodity DRAM production as well...
Tags: Weekly info

April 23 2012

DRAMeXchange
13:45

[Weekly info]TrendForce: High Price Quotes from Korean Makers and Market Uncertainties Result in 6.58% Increase for Average DRAM Contract Price in 1HApr.

According to DRAMeXchange, a research division of TrendForce, as buyers and vendors have been in disagreement over price this month, 1HApr. contract price figures were not available until the third week of April...
Tags: Weekly info

March 07 2012

DRAMeXchange
07:13

[Weekly info]Six Upcoming Trends in the DRAM and NAND Flash Industries

According to DRAMeXchange, a research division of TrendForce, the following report presents a forecast of six major DRAM and NAND Flash industry trends in 2012-2015...
Tags: Weekly info

March 02 2012

DRAMeXchange
11:27

[Weekly info]DRAMeXchange: Quarter-End Effect Results in 5-10% Decrease for 2HFeb. Mainstream NAND Flash Average Contract Price

According to DRAMeXchange, a research division of TrendForce, as Chinese New Year holiday sales were not as expected for some downstream clients, most were generally uneager towards post-holiday inventory restocking. A portion of memory card and UFD vendors are urging NAND flash suppliers to assist them with price cutting and promotional sales activity to stimulate market demand in the weak season...
Tags: Weekly info

February 16 2012

DRAMeXchange
09:44

[Weekly info]DRAMeXchange: Affected by Traditional Weak Sales Season, 1HFeb. NAND Flash Contract Price Shows Slight Decline

According to DRAMeXchange, a research division of TrendForce, memory card and UFD retail sales were weak during the Chinese New Year period. As downstream clients’ inventory levels are sufficient for the time being, most clients are not eager to increase purchase volume post-Chinese New Year...
Tags: Weekly info

February 15 2012

DRAMeXchange
17:33

[Weekly info]4GB Contract Price Trend Stays Strong in 1HFeb., Elpida's Potential Industry Withdrawal Would Have Severe Negative Impact

According to DRAMeXchange, a research division of TrendForce, although 2GB DRAM contract price stayed flat in 1HFeb., highest price did not exceed US$9.5...
Tags: Weekly info

February 13 2012

DRAMeXchange
16:13

[Weekly info]DRAMeXchange: Samsung Takes 54% of Mobile DRAM Market, Korean Makers’ Revenue Accounts for Nearly 75% of Global Market

According to DRAMeXchange, a research division of TrendForce, as smartphones and tablet PCs continue to gain popularity, first-tier DRAM manufacturers are increasing mobile DRAM production ratios. Samsung Semiconductors, showing continuously strong mobile DRAM shipments due to the worldwide success of Samsung Electronics’ Galaxy S2 and Note products, was the sole semiconductor manufacturer to remain profitable in 4Q11...
Tags: Weekly info

February 08 2012

DRAMeXchange
18:13

[Weekly info]DRAMeXchange: Little Change in 4Q11 DRAM Revenue Ranking, Mainly due to Mobile and Server DRAM Production Increase by First-tier Manufacturers

According to DRAMeXchange, a research division of TrendForce, total 4Q revenue for the global DRAM industry was stable at US$6.45 billion, a 1.7% QoQ decrease. Although 4Q contract price fell by approximately 25% QoQ, first-tier DRAM makers decreased the proportion of commodity DRAM production to less than 50% early on, significantly reducing losses from plummeting commodity DRAM prices and making room for more profitable mobile and server DRAM, thereby enabling 4Q revenue to match last quarter’s figures.
Tags: Weekly info
DRAMeXchange
16:48

[Weekly info]DRAMeXchange: Little Change in 4Q11 DRAM Revenue Ranking, Mainly due to Mobile and Server DRAM Production Increase by First-tier Manufacturers

According to DRAMeXchange, a research division of TrendForce, total 4Q revenue for the global DRAM industry was stable at US$6.45 billion, a 1.7% QoQ decrease. Although 4Q contract price fell by approximately 25% QoQ, first-tier DRAM makers decreased the proportion of commodity DRAM production to less than 50% early on, significantly reducing losses from plummeting commodity DRAM prices and making room for more profitable mobile and server DRAM, thereby enabling 4Q revenue to match last quarter’s figures.
Tags: Weekly info

February 04 2012

DRAMeXchange
15:13

[Weekly info]Micron CEO Steve Appleton Dies, Semiconductor Industry Loses Great Talent

The DRAM industry received tragic news today – Steve Appleton, CEO of Micron Semiconductors, passed away at 51 in a small plane crash in Boise, Idaho. In light of Appleton’s death, Micron COO and President Mark Durcan will assume the responsibilities of CEO until the successor is appointed by the Board of Directors...
Tags: Weekly info
DRAMeXchange
15:13

[Weekly info]Micron CEO Steve Appleton Dies, Semiconductor Industry Loses Great Talent

The DRAM industry received tragic news today – Steve Appleton, CEO of Micron Semiconductors, passed away at 51 in a small plane crash in Boise, Idaho. In light of Appleton’s death, Micron COO and President Mark Durcan will assume the responsibilities of CEO until the successor is appointed by the Board of Directors...
Tags: Weekly info

February 02 2012

DRAMeXchange
13:49

[Weekly info]4Q11 Sales Ranking of Branded NAND Flash Manufacturers

Suffering from the stir of the European sovereign debt storm in financial markets, concerns towards the uncertainty of global economic recovery, 4Q hot-season restocking demand was weaker than expected. NAND Flash restocking demand mainly relied on certain tablet PC and smart phone clients’ OEM orders, given weaker demand from the memory card and UFD channel markets.
Tags: Weekly info
DRAMeXchange
09:16

[Weekly info]4Q11 Sales Ranking of Branded NAND Flash Manufacturers

Suffering from the stir of the European sovereign debt storm in financial markets, concerns towards the uncertainty of global economic recovery, 4Q hot-season restocking demand was weaker than expected. NAND Flash restocking demand mainly relied on certain tablet PC and smart phone clients’ OEM orders, given weaker demand from the memory card and UFD channel markets.
Tags: Weekly info

January 31 2012

DRAMeXchange
15:16

[Weekly info]TrendForce: 2HJan. 4GB Contract Price Rises, DRAM Makers’ Losses May Shrink

According to DRAMeXchange, a research division of TrendForce, 2H Jan. 2GB DRAM contract price remained flat, with average price at US$9.25. However, 4GB deals have already been concluded at a high of US$17.25, greater than 1H Jan.’s US$17, while the average stayed the same at US$16.5.
Tags: Weekly info
DRAMeXchange
11:44

[Weekly info]TrendForce: 2HJan. 4GB Contract Price Rises, DRAM Makers’ Losses May Shrink

According to DRAMeXchange, a research division of TrendForce, 2H Jan. 2GB DRAM contract price remained flat, with average price at US$9.25. However, 4GB deals have already been concluded at a high of US$17.25, greater than 1H Jan.’s US$17, while the average stayed the same at US$16.5.
Tags: Weekly info

January 17 2012

DRAMeXchange
15:17

[Weekly info]Anticipating Chinese New Year, Wait-and-See Atmosphere Results in Mostly Flat NAND Flash Contract Prices for 1HJan.

As the Chinese New Year long vacation approaches, the NAND Flash market is currently experiencing a wait-and-see atmosphere. As some downstream clients still have enough inventory on-hand, most clients are unwilling to significantly increase purchase volume prior to the holiday. Instead, they are choosing to reduce risk by waiting until after Chinese New Year to replenish inventory based on holiday sales results.
Tags: Weekly info
DRAMeXchange
11:07

[Weekly info]Anticipating Chinese New Year, Wait-and-See Atmosphere Results in Mostly Flat NAND Flash Contract Prices for 1HJan.

As the Chinese New Year long vacation approaches, the NAND Flash market is currently experiencing a wait-and-see atmosphere. As some downstream clients still have enough inventory on-hand, most clients are unwilling to significantly increase purchase volume prior to the holiday. Instead, they are choosing to reduce risk by waiting until after Chinese New Year to replenish inventory based on holiday sales results.
Tags: Weekly info

January 12 2012

DRAMeXchange
15:15

[Weekly info]1HJan. Contract Price Stays Flat as Concluded Transaction Prices Show Signs of Uptrend, Contract Price Increase Highly Likely for 2HJan. or February

According to DRAMeXchange, a research division of TrendForce, 1HJan. contract price stayed flat. Average DDR3 4GB and DDR3 2GB prices held at US$16.5 and US$9.25, respectively. However, concluded transaction prices are gradually transitioning from low to average figures. Not only will the capacity cuts from 2H11 take effect in 1H12, but current contract prices are still at historic lows.
Tags: Weekly info
DRAMeXchange
11:16

[Weekly info]1HJan. Contract Price Stays Flat as Concluded Transaction Prices Show Signs of Uptrend, Contract Price Increase Highly Likely for 2HJan. or February

According to DRAMeXchange, a research division of TrendForce, 1HJan. contract price stayed flat. Average DDR3 4GB and DDR3 2GB prices held at US$16.5 and US$9.25, respectively. However, concluded transaction prices are gradually transitioning from low to average figures. Not only will the capacity cuts from 2H11 take effect in 1H12, but current contract prices are still at historic lows.
Tags: Weekly info
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