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【Market View】1H’Sep DDR3 2GB average contract price decline 10% and 20% QOQ is expected in 4Q10
Published Sep.17 2010,14:24 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, 1H’Sep contract price continue the downward trend that DDR3 2GB average price decline 10% to US$36 from US$40.
【Market View】Strong smartphone momentum helps to stimulate NAND Flash demand
Published Sep.14 2010,15:54 PM (GMT+8)
Due to the impact from European financial issue, sloppy end demand and higher inventory level, 2H10 shipment from IT and consumer electronics has been adjusted down.
【Market View】2HAug. average contract price indicated partially flat and mildly 1-7% decline by mixed market dynamics.
Published Sep.01 2010,16:36 PM (GMT+8)
2HAug. average NAND Flash contract price indicated partially flat and mildly 1%-7% decline impact by mixed market dynamics. OEM orders from system product customers seem to retain momentum and those NAND Flash vendors with higher exposure in system clients intend to remain the stable contract price in 2HAug..
【Market View】Future Challenge: Strategy and challenge for Taiwanese DRAM vendors
Published Aug.30 2010,16:07 PM (GMT+8)
Traced back from the history of Taiwanese DRAM vendors, Winbond is the first DRAM vendor established in 1987 and breeds many talents for the industry.
【Market View】1HAug. mainstream NAND Flash contract price indicate mild ups and downs for different customer mix
Published Aug.20 2010,16:23 PM (GMT+8)
1HAug. mainstream NAND Flash contract price indicates mild ups and downs given the different pricing strategy and different customer mix that NAND Flash vendors have.
【Market View】Declining DRAM contract price helps to stimulate the PC content growth
Published Aug.19 2010,14:25 PM (GMT+8)
According to DRAMeXchange, research unit of Trendforce, 1H’Aug. DDR3 2GB contract price has declined 4.5% to US$42 from US$44 in 2H’Jul. DDR2 contract price is also down 8.75% to US$36.5 given the dropping portion.
【Market View】2Q10 Sales Ranking of Branded NAND Flash Makers
Published Aug.02 2010,13:45 PM (GMT+8)
Some NAND Flash suppliers have capability to lower the impact from slow season effect and European financial issue because of the stable OEM orders from system customers, especially for the rocking iPad and iPhone 4.
【Market View】DRAMeXchange: WW DRAM revenue increase 15.2% in 2Q10
Published Jul.30 2010,11:10 AM (GMT+8)
According to DRAMeXchange, the research division of Trendforce, WW 2Q10 DRAM industry recorded US$10.70B, which is 15.2% QoQ growth compared of US$9.29B in 1Q10.
【Market View】DRAMeXchange: 3Q NB shipment softens in July and rebound in August
Published Jul.28 2010,14:00 PM (GMT+8)
According to DRAMeXchange, the research department of Trendforce, June NB shipment is recorded at 17M units with 9.3% MoM.
【Market View】Quarter-End effect impact on mild 1-6% decline for 2HJune mainstream NAND Flash contract price
Published Jun.28 2010,17:16 PM (GMT+8)
2HJune mainstream NAND Flash contract price mildly decline 1-6% while others prices remain flat. Although some suppliers receive the stable orders from some system product customers to partially ease the impact from slow season and quarter-end effect, yet vendors adopt price promotion to handle the inventory adjustment in quarter-end.
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