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DRAMeXchange: iPad stimulates demand of NAND Flash

28 January 2010

Jan 28th 2010-----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 device may bring forth a capacity crunch to the NAND flash market.

Strong DDR3 demand in slow season and spot price is up to US$3 along with the upward contract price in January

11 January 2010

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1HJan. NAND Flash avg. contract price partially remains flat and mild 1-6% decline

8 January 2010

2010/1/8-----1HJan. NAND Flash avg. contract price partially remains flat and mild 1-6% decline due to the new-year vacation effect and severely cold climate in some northern hemisphere area that some customers’ operation has been impact. Downstream clients’ procurement transaction activities thus have been slow.

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

4 January 2010

2010/1/4--------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% while 2009 overall NB shipment will be up 23.5% YoY to 160M units.

DRAMeXchange: Expected Shortage on DRAM in 2H10

24 December 2009

2009/12/24--------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.

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