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Taipei, August 5, 2008 --- According to DRAMeXchange, discouraged by a consistent weak demand for consumer electronics and plunge of consumer confidence index, sales of global branded NAND Flash vendors declined 9.0% QoQ at US$2.90bn in 2Q08. Both ASP and sales volume were on the downhill trend in the quarter.
Taipei, August 6, 2008---According to WitsView’s 1HAug price survey, IT panels will drop by 7~9%, while TV panels will slip by another 3~5%. There is a chance in seeing monitor panel prices falling past their fully-loaded cost in August. There is even a possibility to witness prices falling near the cash cost level, which would mark the lowest acceptable ASP for panel makers.
Taipei, August 3, 2008---The recent large-sized panel price drops has once again highlighted the profitability pressure panel makers now face. Thus, their demand on upstream component makers for additional cost downs has grown as well. According to WitsView’s latest report, the panel material cost down will be more severe in 3Q08 than in previous quarters.
Taipei, July 30, 2008 --- According to DRAMeXchange, during the week July 22-28, DRAM spot pricing sustained its stable trend with limited fluctuation. Overall inventory at the spot market is still high.
Taipei, July 22, 2008 --- According to DRAMeXchange, curbed by extended impact from subprime crisis, inflation pressure and China’s natural disaster, influence of a seasonality downturn for NAND Flash-based end-applications, such as handset, MP3 player and memory card, is intensified from mid 2Q, resu
