According to research by DRAMeXchange, a division of TrendForce, as it is still unclear as to whether Elpida will survive its financial crisis, the DRAM market is taking a wait-and-see approach, and contract price negotiations have been more conservative than usual. However, 1HMar. contract price still reflects the uncertainty surrounding DRAM supply...
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According to DRAMeXchange, a research division of TrendForce, the following report presents a forecast of six major DRAM and NAND Flash industry trends in 2012-2015...
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According to DRAMeXchange, a research division of TrendForce, as Chinese New Year holiday sales were not as expected for some downstream clients, most were generally uneager towards post-holiday inventory restocking. A portion of memory card and UFD vendors are urging NAND flash suppliers to assist them with price cutting and promotional sales activity to stimulate market demand in the weak season...
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According to DRAMeXchange, a research division of TrendForce, memory card and UFD retail sales were weak during the Chinese New Year period. As downstream clients’ inventory levels are sufficient for the time being, most clients are not eager to increase purchase volume post-Chinese New Year...
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According to DRAMeXchange, a research division of TrendForce, although 2GB DRAM contract price stayed flat in 1HFeb., highest price did not exceed US$9.5...
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According to DRAMeXchange, a research division of TrendForce, as smartphones and tablet PCs continue to gain popularity, first-tier DRAM manufacturers are increasing mobile DRAM production ratios. Samsung Semiconductors, showing continuously strong mobile DRAM shipments due to the worldwide success of Samsung Electronics’ Galaxy S2 and Note products, was the sole semiconductor manufacturer to remain profitable in 4Q11...
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According to DRAMeXchange, a research division of TrendForce, total 4Q revenue for the global DRAM industry was stable at US$6.45 billion, a 1.7% QoQ decrease. Although 4Q contract price fell by approximately 25% QoQ, first-tier DRAM makers decreased the proportion of commodity DRAM production to less than 50% early on, significantly reducing losses from plummeting commodity DRAM prices and making room for more profitable mobile and server DRAM, thereby enabling 4Q revenue to match last quarter’s figures.
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The DRAM industry received tragic news today – Steve Appleton, CEO of Micron Semiconductors, passed away at 51 in a small plane crash in Boise, Idaho. In light of Appleton’s death, Micron COO and President Mark Durcan will assume the responsibilities of CEO until the successor is appointed by the Board of Directors...
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Suffering from the stir of the European sovereign debt storm in financial markets, concerns towards the uncertainty of global economic recovery, 4Q hot-season restocking demand was weaker than expected. NAND Flash restocking demand mainly relied on certain tablet PC and smart phone clients’ OEM orders, given weaker demand from the memory card and UFD channel markets.
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According to DRAMeXchange, a research division of TrendForce, 2H Jan. 2GB DRAM contract price remained flat, with average price at US$9.25. However, 4GB deals have already been concluded at a high of US$17.25, greater than 1H Jan.’s US$17, while the average stayed the same at US$16.5.
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