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LED Chipmakers Continued to Post Historic High Revenues, observed LEDinside

14 October 2009

200910/14------According to survey of the industry research institute LEDinside, Taiwan's listed LED manufacturers recorded total revenue of NT 6.927 billion in September 2009, a 7.2% growth from August and a 18.9% growth YoY – of which, LED chip makers’ total revenue in September gained 4.6% to NT 2.938 billion, while LED packagers posted NT 3.989 billion, 9.2% growth MoM.

DRAMeXchange: Windows 7 will be the trigger for notebook replacement.

14 October 2009

2009/10/14—Windows7 will be launched at end of this month and market expect for the replacement effect will be triggered. According to DRAMeXchange, multi-touch functionality will be emphasized and broadly applied to the application device. Notebook year end hot season peak can be anticipated while replacement effect will be more saturated in 2Q10. 

DRAM spot price rose 63% 4Q09 TW wafer-in production is expected to hike to the peak in 2009

13 October 2009

 Taipei,Sep 17th,2009----Continuously with the strong upward pricing trend from 1H’Jul, both DDR2 and DDR3 spot price hikes to the 12-months record high recently. DDR2 1Gb eTT spot price rose 63% to US$1.71 in 9/15 from US$1.05 in 7/15. With rebounding DRAM price, Taiwanese DRAM vendors record 10% and 19% monthly revenue growth for July and August respectively.Says DRAMeXchange.

DRAMeXchange: New product and Replacement effect will stimulate the NB market in 2010

9 October 2009

2009/10/9—According to DRAMeXchange, NB shipment is expected to grow 16%~18% in terms of ODM basis in 2010 and regular notebook will be re-emphasized instead of netbook strategically.

NAND Flash market forecast : Shortage likely in 2010

6 October 2009

Taipei,Oct. 6th,2009----From demand side perspective, DRAMeXchange  expects that various of NAND Flash application end product will recover in 2010 given the better global economy. The density of traditional NAND Flash application such as MP3, memory card and UFD will be continuously lifted.


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