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Recently, Taiwanese cell manufacturers’ capacity utilization has dropped because of the countervailing duty (CVD) and anti-dumping duty (AD) issues. However, it is rumoured that some makers plan to expand their module capacity. Arthur Hsu, Research Manager at EnergyTrend, described this situation as a reaction to U.S. Department of Commerce’s (DOC) preliminary ruling in CVD, which may is being viewed as potentially beneficial to Taiwanese makers, because the costs of Chinese PV module exports to USA will increase.
Chinese LED package manufacturers sales performance in 2013 was mediocre, the LED package market value was up slightly by 16 percent due to plunging prices, according to the latest “2014 Chinese Package Industry Market Report” by LEDinside.
The 1H'June NAND Flash contract prices showed a slight 2-4% increase, according to DRAMeXchange, the memory and storage research division of TrendForce. Factors propelling the price growth include smartphone manufacturers’ increased restocking momentum as well as the reduced short term supplies resulting from the NAND Flash suppliers’ accelerated technological migrations. Looking at the third quarter, DRAMeXchange believes that the upward contract price momentum will continue as the rising demands for new Apple products, Chinese smartphones, and SSDs begin to limit the amount of NAND Flash supplies available to the channel clients.
