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DRAMeXchange reports 3Q08 NAND Flash ASP declines 30%

4 November 2008

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.

DRAMeXchange estimates total DRAM worldwide production cut of 12-13%

4 November 2008

Taipei, October 29, 2008 --- Nanya and Inotera have also announced production cuts in addition to previous announcements from PSC, Elpida, Hynix, and ProMOS.

DRAM price below cash cost will cause future DRAM production cut, says DRAMeXchange

24 October 2008

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.

Large-sized panel shipments fall by 4.9% to 105.3 million in 3Q08, reports WitsView

24 October 2008

Taipei, October 22, 2008---Global aggregated large-sized panel shipments in 3Q08 reached 105.3 million units, a QoQ decrease of 4.9% and a mere 3.4% YoY growth. Thanks to preparations for China’s National Day holidays and year-end sales promotions, TV panel shipments were up monthly during the third quarter. For 3Q08, they reached a new record high of 26.7 million units, up 12.7% QoQ.

Worsening global economic problems pushes down panel prices, says WitsView

21 October 2008

Taipei, October 21, 2008---According to WitsView's 2HOct price survey, in monitor segment, which is already relatively saturated (more than 90% market penetration rate), panel prices dropped by 5-6 per cent ($5). Supported by the PC desktop replacement effect, NB panels slipped by a smaller 2-4 per cent ($2-3).


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