Inotera Memories, Nanya Technology and Powerchip Technology have all reported sequential growth in revenues for March 2011, thanks to rising chip ASPs.

Inotera announced NT$3.63 billion (US$125 million) in March revenues, up 32.6% on month. Its cumulative 2011 revenues through the month, however, declined by 16.8% on year to NT$9.59 billion.

Inotera credited its strong performance in March to a production ramp using more advanced processes, in addition to bullish DRAM prices. The company is set to convert the majority of its wafer starts to 42nm process technology by the middle of 2011, and start pilot runs of 4Gb chips employing 37nm.

Nanya posted NT$3.74 billion in March revenues, up 5.2% sequentially. Revenues for the first quarter totaled NT$10.73 billion, down 24% from the same period of 2010.

With its focus on the contract market, Nanya's sales were buoyed by a recent rally in prices. With contract prices expected to continue trending upward, Nanya should post another sequential growth in April. The company's shift to 42nm process technology is the other contributing factor.

Powerchip generated NT$4.01 billion in March revenues, representing 14.1% growth versus February. Revenues for the first quarter of 2011, however, dropped 40.3% from a year ago to NT$10.93 billion.

"Japan's earthquake disaster severely disrupted the upstream supply chain, Powerchip reduced shipments of commodity DRAM products and strategically increased inventory," Powerchip VP and spokesperson Eric Tang said in a statement. "Currently raw material supply instability issues have gradually dispelled and customer demand is steadily growing," Tang indicated.

By: DocMemory
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