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Taipei, August 7, 2008 --- According to DRAMeXchange, Price of DRAM has been appreciated by 17% QoQ in contract market and only 4.4% in spot market in 2Q. The relatively strong price appreciation in the contract market has benefited those DRAM makers, who have a relatively high sales exposure to the contract market, with a relatively strong QoQ sales growth.
Taipei, August 12, 2008 --- According to DRAMeXchange, a downhill trend is seen in NAND Flash contract price market in 1HAug, with prices dropped by an approximate of 5-15% sequentially. The weakening price trend is primarily because of a consistent sluggish demand. A bounce in contract price is likely to occur in late 3Q when demand-supply status improves.
Taipei, August 5, 2008 --- According to DRAMeXchange, discouraged by a consistent weak demand for consumer electronics and plunge of consumer confidence index, sales of global branded NAND Flash vendors declined 9.0% QoQ at US$2.90bn in 2Q08. Both ASP and sales volume were on the downhill trend in the quarter.
Taipei, August 6, 2008---According to WitsView’s 1HAug price survey, IT panels will drop by 7~9%, while TV panels will slip by another 3~5%. There is a chance in seeing monitor panel prices falling past their fully-loaded cost in August. There is even a possibility to witness prices falling near the cash cost level, which would mark the lowest acceptable ASP for panel makers.
Taipei, August 3, 2008---The recent large-sized panel price drops has once again highlighted the profitability pressure panel makers now face. Thus, their demand on upstream component makers for additional cost downs has grown as well. According to WitsView’s latest report, the panel material cost down will be more severe in 3Q08 than in previous quarters.