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DRAMeXchange indicates a new record low for DDR 1Gb

3 September 2008

Taipei, September 2, 2008 --- Demand for DRAM did not recover after the Beijing Olympics. Memory module makers, whom realize that their expectations have failed, are starting to initiate price cut in China.

Latest LCD industry cycle shows panel makers facing mounting profit pressures, says WitsView

3 September 2008

Taipei, August 29, 2008---By observing the operating margins of panel makers in the past 5 years, 2 major downslides can be spotted. One occurred between 4Q04~2Q05, while the other happened between 2Q06~1Q07.  

DRAMeXchange indicates NAND Flash demand recovery in upcoming seasonal upturns

2 September 2008

Taipei, August 26, 2008 --- According to DRAMeXchange, demand for NAND Flash might have weaker expectation in 2H08, but a better sales recovery may be seen during the upcoming seasonal upturns as a sharp ASP slump may encourage consumption.

Monitor panel shipments drop by 13% in July, reaches a new low over the past year, according to WitsView

29 August 2008

Taipei, August 18, 2008---According to WitsView’s survey, worldwide large-size panel shipments in July reached 32.7 million units, a 7.7% MoM decrease and a mere 1.3% growth on year. Beginning from June, due to rising inventory pressures, some brand and SI makers reduced the amount of panel orders. At the same time, panel prices also began to trend downwards.

DRAMeXchange expects further drop of DRAM contract price in 2H August

29 August 2008

Taipei, August 19, 2008 --- According to DRAMeXchange,  DRAM spot price failed to rebound after 1Gb DDR2 eTT dropped below US$1.80 – a benchmark for a price bottom, on August 7.


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