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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As the Chinese New Year long vacation approaches, the NAND Flash market is currently experiencing a wait-and-see atmosphere. As some downstream clients still have enough inventory on-hand, most clients are unwilling to significantly increase purchase volume prior to the holiday. Instead, they are choosing to reduce risk by waiting until after Chinese New Year to replenish inventory based on holiday sales results.
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According to DRAMeXchange, a research division of TrendForce, 1HJan. contract price stayed flat. Average DDR3 4GB and DDR3 2GB prices held at US$16.5 and US$9.25, respectively. However, concluded transaction prices are gradually transitioning from low to average figures. Not only will the capacity cuts from 2H11 take effect in 1H12, but current contract prices are still at historic lows.
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Heading into the end of 2011, Elpida’s financial difficulties were revealed. Rumors abounded, not only of Elpida seeking a bailout from the Japanese government, but also of Toshiba stepping up to take over.
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According to TrendForce, as the market status remains unclear, some suppliers and buyers are not seeing eye-to-eye on price negotiations. Therefore, with few concluded transactions, 2HDec. mainstream NAND Flash MLC contract price fell by 3-8% compared to 1HDec.
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