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Bearish or Bullish is still unknown about the NAND Flash market, says DRAMeXchange

4 March 2009

Taipei, Feb. 24th, 2009 – The 2H February NAND Flash contract price showed uptrend, but the spot price had already started sliding down. DRAMeXchange stated that the current market trend is still unsure and the market is filled with the atmosphere of wait-and-see.

WitsView: Relative low point of LCD market confidence (MCI) projected to occur in Mar09~Apr09

3 March 2009

Taipei, March 3, 2009---According to WitsView’s latest research, utilization of the Fourier Transform analysis on the monthly averaged MCI (Market Confidence Index) data reveal that the next relative low point is projected to occur during Mar09~Apr09, while the high point is set to appear in Aug09~Sep09, the traditional peak season.

DRAMeXchange expects NAND Flash CAPEX will decrease 58.9% in 2009

20 February 2009

Taipei, February 17th ,2009----NAND Flash makers became more rational and focused on improving profitability. DRAMeXchange expects that the 2009 annual NAND Flash CAPEX will decrease 58.9%, larger than the decrease of 27.7% in 2008.

4Q08 WW DRAM vendor revenue declines 40%, says DRAMeXchange

20 February 2009

 Taipei, February 19, 2009 -- Since the consumer demand freeze caused by the global economic downturn and the financial crisis in 2H08, the DRAM quarterly average spot and contract prices both dropped over 40% QoQ.

Q109 WW capacity cut 32%, Taiwanese vendors cut 50% of total capacity as the highest in the world, states DRAMeXchange

12 February 2009

Taipei, February 10, 2009 -- According to DRAMeXchange, with the increasing DRAM CAPEX, WW DRAM capacity peaked in 2008.


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