Declining DRAM contract price helps to stimulate the PC content growth
July 30th,2010--- According to DRAMeXchange,a research division of TRENDFORECE, the bit shipment of total branded NAND Flash makers grows 20% QoQ in 2Q10. However, 2Q10 ASP roughly decline 9% QoQ due to the increasing output for TLC and raising TLC white-brand memory card penetration at cost edge.
July 30th,2010-----According to DRAMeXchange, the research division of Trendforce, WW 2Q10 DRAM industry recorded US$10.70B, which is 15.2% QoQ growth compared of US$9.29B in 1Q10. The revenue growth is contributed by the stable raising DRAM contract price and mild output growth.
July 28th,2010------According to DRAMeXchange, the research department of Trendforce, June NB shipment is recorded at 17M units with 9.3% MoM given 1.) Raising sea shipment portion. 2.) Inventory management of PC-OEM and for back-to-school demand. Third quarter is traditionally hot season for PC while average QoQ is 15%-20%.