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NAND Flash Upstream and Downstream Vendors face Price Fluctuation, says DRAMeXchange

26 March 2009

Taipei, March 24th ,2009---- The NAND Flash contract price hit bottom at the end of 2008 and started to rebound. Upstream suppliers will face price pressure un 2Q for slow season while downstream vendors are dealing with higher cost. Says DRAMeXchange.

After several monthly declines, large-sized panel shipments finally experience an increase in February, reports WitsView

25 March 2009

Taipei, March 18, 2009---According to WitsView’s survey, global large-sized panel shipments (including the 8.9” and above) reached 27.82 million units in Feb09, up by 25.1% MoM. But on a YoY basis, it still amounted to a 16.1% fall. After 5 consecutive monthly declines since Sep08, an increase was finally witnessed in Feb09.

Both SI and brand post positive growth in monitor shipment in February by rush orders, reports WitsView

25 March 2009

Taipei, March 25, 2009---According to WitsView’s survey, the Top 10 SIs shipped a total of 10.5 million monitors in February, up by16.2% MoM. Although February belongs to the traditional weak seasonality, a high level of business activity was seen, as downstream brand and retailers’ continued to replenish their inventory.

DRAMeXchange expects limited NAND Flash price fluctuatation from the rush order effect

18 March 2009

Mar.10 th, 2009, Taipei----  Due to rush orders from downstream clients, NAND Flash average contract price of 1H March, 2009 showed stability or slight rise. Currently, the rush orders are mainly from the restocking demand in the China domestic market, especially for white-box or copycat (or so-called mountain-bandit in China) cell phone applications, says DRAMeXchange.

Taiwan Memory Corporation may hold onto its number one ranking with 34.4% of worldwide capacity market share, DRAMeXchange predicts

5 March 2009

Taipei, March 5th, 2009--- Taiwan's Ministry of Economic Affairs has announced the establishment of Taiwan Memory Corporation (TMC). DRAMeXchange believes if the whole Taiwan DRAM vendors’capacities are taken into account, and the 5X manufacturing process is utilized, the worldwide market share of TMC will reach 34.4%.


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