Memory module makers Adata Technology and Transcend Information have reported sequential decreases in revenues for February 2011 of 26.7% and 32.1%, respectively.

Adata attributed the on-month revenue drop to fewer working days in the month. The company's revenues for the first two months of 2011 totaled NT$4.86 billion (US$165 million), down 29.5% from a year ago.

Non-DRAM products played the largest contributor to Adata's revenues in February 2011, the company revealed. Sales of NAND flash and other non-DRAM products declined 30% sequentially to about NT$1.3 billion in February, while those of DRAM modules decreased 20% to NT$755 million.

Chip suppliers' favorable product mixes through lowering output for standard DRAM combined with increased demand driven by hot smartphone and tablet markets could result in a positive environment for long-term memory pricing, Adata commented. It believes that prices have reached their lowest point.

Also affected by fewer working days and the slow season, Transcend's revenues dropped 32.1% sequentially to NT$1.885 billion in February. Sales were also down compared to the NT$2.34 billion posted during the same period of 2010.

Transcend's sales ratio between NAND flash devices, DRAM modules and others was 66:17:17 in February 2011, compared to 44:32:24 a year ago.

By: DocMemory
Copyright © 2023 CST, Inc. All Rights Reserved