05/18/2012
2HAug average contract price indicated mildly 1-7% decline
2HAug average contract price indicated mildly 1-7% decline
集邦:8月下旬NAND Flash 合約均價下跌1%到7%
Sep 1st,2010--------集邦科技(TRENDFORCE)旗下研究部門DRAMeXchange表示,8月下旬NAND Flash合約均價部份持平及部份下跌1%到7%,目前記憶卡及UFD客戶的庫存水位仍高,且零售通路市場的需求疲弱,因此採購意願較低,且希望供應商度降價來刺激市場買氣,部份供應商因記憶卡及UFD的客戶比例較高,因此8月下旬主流NAND Flash產品的合約價格下跌。
Aug 30th,2010-------------Traced back from the history of Taiwanese DRAM vendors, Winbond is the first DRAM vendor established in 1987 and breed many talents for the industry. Taiwanese DRAM industry has rocketing in 1994 that PSC, ProMOS, Nanya are established and film the tight relationship with Japanese vendors.
Future Challenge: Strategy and challenge for Taiwanese DRAM vendors
Aug. 30th ,2010-------根據集邦科技(TRENDFORCE)旗下研究部門DRAMeXchange最新研究報告指出,台系DRAM廠中, 南科以及華亞科在明年將有產能提升及製程轉進兩大因素,使產出可能大幅成長年增率150%。南科除今年將12吋月產能從3萬6千片提升至5萬片,明年上半年可達6萬片,華亞科也由今年平圴月產能不及10萬片提升至滿載產能13萬片,同時南科與華亞科皆在今年下半年加速50nm轉進及明年轉進42nm,預計明年南科及華亞科的DRAM產出成長率居全球之冠,以品牌銷售顆料計,南科明年將成為台灣DRAM廠之冠。
DRAM產業競爭 台系DRAM廠轉型與挑戰
Aug. 30th ,2010-------根據集邦科技(TRENDFORCE)旗下研究部門DRAMeXchange最新研究報告指出,台系DRAM廠中, 南科以及華亞科在明年將有產能提升及製程轉進兩大因素,使產出可能大幅成長年增率150%。南科除今年將12吋月產能從3萬6千片提升至5萬片,明年上半年可達6萬片,華亞科也由今年平圴月產能不及10萬片提升至滿載產能13萬片,同時南科與華亞科皆在今年下半年加速50nm轉進及明年轉進42nm,預計明年南科及華亞科的DRAM產出成長率居全球之冠,以品牌銷售顆料計,南科明年將成為台灣DRAM廠之冠。
Aug 25th,2010------According to LEDinside, the research division of TrendForce Corp. has lately published a Report on China’s LED Chip Industry in 2010, pointing out that over 1200 MOCVDs have been planned for LED industry in China in the upcoming few years, of which, more than 300 units will be added in 2010.
LEDinside: China Plans to Increase Over 1200 MOCVDs