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Year-end hesitated view triggered the flat and 1%-5% slight average contract price decline for 2HDec.

24 December 2009

2009/12/24-------2HDec NAND Flash average contract price basically remains flat while 32Gb/16Gb MLC average contract price slightly decline 1%-5% given the slower procurement momentum for some downstream clients during the Christmas vacation.

DRAMeXchange: Outperformed 4Q PC shipment bring the optimistic 1Q10 PC markets

17 December 2009

    2009/12/17--- According to DRAMeXchange, 1Q10 NB shipment decline will merely down to below 10% compared with the 15%~20% historical pattern and 18% in 1Q09 given the positive impact by Chinese Year sales and new platform launch.(Intel’s Calpella& Netbook).

LED industry entering the down cycle; recovering after Chinese New Year 2010

16 December 2009

2009/12/16------Based on statistics from LED industry research institute LEDinside, Taiwan’s listed LED manufacturers recorded total revenue of NT$6.852 billion in November 2009, down by 1.7% from NT$6.974 billion in October (+65% YoY).

WitsView: Large-sized panels posted outstanding performance in November, indicating a stronger down cycle

15 December 2009

According to WitsView’s latest survey, global large-sized panel shipments (including the 8.9-inch and above) rose by 3.4% MoM to 49.53 million units in November 2009, and its YoY performance far-exceeded expectations, with a 74.2% surge.

DDR2 spot price decline 15% from mid-Nov due to the supply increase

27 November 2009

2009/11/27-----Started from mid-July, DDR2 1Gb eTT spot price has skyrocketed 150% to US$2.62 from US$1.05. However, the spot market start to fall at 11/10 that DDR2 1Gb has sharply shrunk 15% to US$2.22 from US$2.62 in two weeks after four month upward pricing trend. According to DRAMeXchange.  


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