According to DRAMeXchange, a research division of TrendForce, on May 8 Elpida revealed Micron as the winner of the second round of bidding for the right to negotiate exclusively to buy the Japanese DRAM maker. Micron may offer up to JPY$300 billion (TWD$110 billion) for Elpida, and the likely integration of the companies’ DRAM capacity will bring about revolutionary change to the DRAM industry supply chain...
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According to DRAMeXchange, a research division of TrendForce, benefitting from the stabilization of commodity DRAM price, less ASP decline than last quarter, and increased bit growth due to capacity utilization rate recovery and technology migration, the DRAM industry saw healthier revenue figures in 1Q12 than in the first quarter of years past – total DRAM revenue fell by a mere 2.8% QoQ...
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According to DRAMeXchange, a research division of TrendForce, 2HApr. inventory replenishment for China’s Labor Day holiday was not as expected. Furthermore, aside from restocking for certain new tablet PC and smartphone models hitting the market in 2Q12, most system product and memory card application markets remain sluggish, affected by the 1H slow season...
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According to DRAMeXchange, a research division of TrendForce, with the rising popularity of smartphones and tablet PCs, DRAM makers are eagerly expanding mobile DRAM capacity, which not only improves profitability but lowers risk from commodity DRAM production as well...
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According to DRAMeXchange, a research division of TrendForce, as buyers and vendors have been in disagreement over price this month, 1HApr. contract price figures were not available until the third week of April...
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According to DRAMeXchange, a research division of TrendForce, as demand momentum from retail channel and OEM clients has been weak since entering the traditional slow sales season, 1HApr. NAND Flash contract price fell by 4-8%...
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According to DRAMeXchange, a research division of TrendForce, affected by the slow sales season, retail channel UFD and memory card demand remains weak, and OEMs’ new product models will not hit the market until 2Q12 at the earliest...
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According to DRAMeXchange, a research division of TrendForce, DRAM contract price continued to show an uptrend in 2HMar. Average 4GB DDR3 module price increased by 2.7%, arriving at US$19, while average 2GB price hit the US$10 benchmark, a 2.6% increase...
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According to DRAMeXchange, a research division of TrendForce, the year 2012 will mark the beginning of the ultrabook era. PC OEMs are eagerly working on ultrabook development, and the thin-and-light trend will spur overall PC growth in 2H12...
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According to DRAMeXchange, a research division of TrendForce, mainstream contract price was mostly flat in 1HMar., with some average contract prices showing a slight decrease. Impacted by the quarter-end effect for U.S. manufacturers, 2HFeb. average contract price fell by approximately 5-10% compared to 1HFeb...
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