Taipei, November 12, 2008 --- 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 until the demand and supply come to balance.
Samsung took the first position in 3Q and continues to be the market leader. Samsung’s revenue reached US$1.138 billion and enjoyed the market share with 41.1%. Toshiba announced US$799 million revenue with 28.9% market share. Hynix ranked third place with US$397 million revenue and 14.4% market share.
Taipei, October 29, 2008 --- Nanya and Inotera have also announced production cuts in addition to previous announcements from PSC, Elpida, Hynix, and ProMOS.
Taipei, October 22, 2008 --- DRAM DDR2 1Gb 667MHz spot price fell nearly 50% from a high of US$2.29 on May 6’th to US$1.13 on Oct. 17’th. On Sep.30th, price fell 7% in a single day from US$1.37 to US$1.28. DRAM spot price fell below US$1.5, the average cash cost of most DRAM makers back in Sep. 6’th.
Taipei, October 1, 2008 --- 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 October to November.