Tuesday, July 24, 2007
PQI(Power Quotient International) is confident about DRAM demand according to demand from OEMs and price trends.
PQI accumulated sales of NT$13.76 billion in the first half of 2007, representing an on-year growth of 25%. Losses were NT$165 million, equivalent to a loss of NT$0.81 per share, in the same period. The memory module maker explained the losses to plummeting prices for both DRAM and NAND flash in the second quarter.
Thanks to the aggressive promotion of notebooks, and the anticipated demand growth from August, PQI said industry players generally project a positive outlook. The memory-module maker further noted that notebook promotion has spurred a critical shipments jump, as evident in the recent DRAM contract price trend.
Regarding NAND flash outlook, PQI cited Samsung Electronics in saying that pricing should be stabilized in the second half of 2007, along with the launch of high-density NAND flash applications and solid-state drives (SSDs).
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