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LEDinside: Despite Inventory Pressure on LED Makers, LED Backlight Demand Expected to Pick Up in March

13 January 2012

According to LEDinside, a research division of TrendForce, the revenues of Taiwanese listed LED manufacturers totaled NT$ 6.54 billion (MoM-11.99%, YoY-19.6%).

DRAMeXchange: 1HJan. Contract Price Stays Flat as Concluded Transaction Prices Show Signs of Uptrend, Contract Price Increase Highly Likely for 2HJan. or February

12 January 2012

According to DRAMeXchange, a research division of TrendForce, 1HJan. contract price stayed flat. Average DDR3 4GB and DDR3 2GB prices held at US$16.5 and US$9.25, respectively. However, concluded transaction prices are gradually transitioning from low to average figures.

LEDinside: Excessive Capacity Caused Oversupply to Persist in 2012; Makers’ Technological Edge and Patents Become Critical for Survival

12 January 2012

LEDinside, the LED research division of TrendForce, indicates that affected by the month-end inventory adjustment and the dreary end-market demand, most LED manufacturers’ revenues underwent setbacks, averaging between 10% and 15%.

TrendForce: Elpida’s Loan Due in April, Financial Difficulties Cause Merger Speculation

3 January 2012

Heading into the end of 2011, Elpida’s financial difficulties were revealed. Rumors abounded, not only of Elpida seeking a bailout from the Japanese government, but also of Toshiba stepping up to take over. If this rumor is true, Elpida will be the first maker to fall in the harsh DRAM winter.

DRAMeXchange: 2HDec. NAND Flash Contract Price Falls 3-8% Compared to 1HDec., Chinese New Year Inventory Restocking Conservative

2 January 2012

According to TrendForce, as the market status remains unclear, some suppliers and buyers are not seeing eye-to-eye on price negotiations. Therefore, with few concluded transactions, 2HDec. mainstream NAND Flash MLC contract price fell by 3-8% compared to 1HDec.


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