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DRAMeXchange: First time over 200M units, NB shipment growth is estimated at 30% YoY

31 March 2010

Mar.31st , 2010---DRAMeXchange has published the new research report toward Notebook industry. According to DRAMeXchange, NB shipment will have higher chance to grow over 200M units to 203M units with 27.3% YoY. Netbook is expected to grow 27.8% to 36.3M units while regular notebook will be adjusted up 27.2% to 167M units.

Mixed market concerns posed the slight ups and downs for 2H Mar. NAND Flash contract price

26 March 2010

Mar 26th,2010-----2HMar. NAND Flash contract price slightly fluctuated up or down within 5% due to the mixed favorable & unfavorable market factors. Most NAND Flash suppliers are benefited from the stable OEM orders from some electronic system customers, which will help to ease the impacts from the quarter-end inventory-cut & slow-season effects etc.

DRAM Industry enters positive circle and profit in next 3 years is expected

23 March 2010

Mar 23rd,2010-----With the fact of limited capacity expansion, CAPEX, immersion scanner and difficulty of technology migration below 40nm, DRAM supply bit growth will be limited in 2010 to 2012. Also, credit to recovering global economy, strong demand for corporate replacement and smartphone, DRAM demand will show the strong momentum.

Ban on incandescent lamps creates immense business potential

22 March 2010

Mar 22,2010-------Governments around the world began to commit in promoting energy-saving policies, and the cost of LED lighting began to fall; these factors help to stimulate the growth of the energy-saving market.

WitsView: Impacted by the shortage in labor, components, and the number of working days, panel shipments slid by 12% in February

22 March 2010

According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) slid by 12% MoM to 44.34 million units in February 2010. The decline was mainly due to the effect of Chinese New Year (CNY) holiday: First, the actual number of working days is only


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