News

posted on 24 July 2008 10:27

Taiwanese DRAM manufacturers are depressed about the market outlook for the third calendar quarter of the year, according to a report in DigiTimes. The NAND market's over-supply isn't helping either.

- Inotera Memories expects a weak seasonal upturn in Q3 blaming gloomy economic conditions.
- Powerchip Semiconductor Corporation (PSC) foresees low consumption and emphasised that more stringent Chines customs checks as part of an anti-piracy initiative were having an effect on the Chinese spot DRAM market. A general DRAM market pricing recovery might begin in September.
- Nanya Technology sees weak DRAM pricing in August.

Hynix has just announced its closing a fab in Eugene, Oregon that makes DRAM using the no longer favoured 200mm wafer technology.

There is no countervailing NAND market good news. SanDisk has announced very poor results. The DRAMeXchange research consultancy thinks that the NAND market is over-supplied with supply growing almost 150 percent in 2008 in the face of falling flash prices.

There's doom and gloom everywhere except for consumers who face very good value-for-money pricing. Now, if only they would start spending ....

^{[Chris Mellor.]}