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2009/11/01------As most branded NAND Flash suppliers benefited from the 4Q hot-season restock orders for electronic system maker clients after mid-3Q09, NAND Flash ASP slightly rose about 4% QoQ in 3Q09. Total branded NAND Flash shipment increased about 17% QoQ and it resulted in the overall branded NAND Flash makers' revenue improvement in 3Q09.
Oct. 28, 2009－LEDinside, the LED research institution, points out that chip supply hasn’t ramped up in time, and demand has not been met, LEDinside projects that the prices in Q4 will likely remain flat amid the supply shortage. Same with prices in white LED, the situation will maintain before the 1st quarter in 2010.
2009/10/23-------2HOct. mainstream MLC NAND Flash average contract price rose about 4%~7%. According to DRAMeXchange, the “High” price remains flat while “Low” price rose 7%~10% compared to the price in 1HOct since some vendors adjusted up the price continuously in past two weeks to reflect the tight supply.
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.
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.
