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Taipei, December 9, 2008---Based on WitsView’s market survey, mainstream IT panel prices fell by 6~9% ($5-6) in 1HDec, while TVs dropped by 5-10% (about $10-30). Due to the lack of a strong local brand support, the utilization rates of the Taiwan and China-based panel makers have declined to historical lows, promoting them to drastically reduce their 2009 capex.
Taipei, December 31, 2008 -- Due to the slow demand of NAND Flash related applications, DRAMeXchange continues to revise 2009 NAND Flash bit growth down from 108.2% in September, 95.3% in October and to 93% in November 2008. Along with the upstream vendor capacity cut in December, the total bit growth is estimated to decline to 81%.
Taipei, December 30, 2008 --- Looking back at 2008, WW DRAM industry has faced severe oversupply and industry structural problems. In 1H08, most 8 inch fabs has switched to non-DRAM productions.
Taipei, December 23, 2008 --- After the DDR2 667Mhz 1Gb chip price plummeted through 1 USD cash cost in October and dropped to vendor’s material cost 0.6 USD, the DRAM vendors could not tolerate the loss any more and cut more and more output.
Taipei, December 10, 2008 --DRAMeXchange estimates Shipment for Low Cost PC in 2009 will reach 22.7M. However, SSD penetration rate in Low Cost PC market dropped from 70% in 1H08, 18% in 2H08 to roughly 10%.