Macronix International, a maker of mask ROM and flash memory, saw its revenue hit an eight-month high of about NT$4 billion (US$144.5 million) in May 2021.

Macronix' May revenue represented increases of 5.1% on month and 41.3% from a year earlier. The company's cumulative 2021 revenue through May grew 11.3% on year to NT$17.44 billion.

Fellow flash company Winbond Electronics, also a supplier of specialty DRAM memory, saw its May revenue slip 1.2% sequentially to NT$8.21 billion. Revenue totaled NT$37.84 billion for the first five months of 2021, rising 87.6% from a year earlier.

Rising chip ASPs are set to buoy both Macronix' and Winbond's profitability in the second quarter, according to market observers.

Flash device controller specialist Phison Electronics has reported revenue climbed 46% on year to a record high of nearly NT$5.7 billion in May 2021. In May alone, Phison enjoyed a more than 200% hike from a year ago in shipments of its PCIe SSD controllers, while shipments of its industrial memory modules surged 50% on year.

In addition, as a customer of Greatek Electronics, Phison expects "limited impact" from a cluster of COVID-19 infections experienced by the backend partner. Phison added the company headquartered in Miaoli, northern Taiwan has enforced further precautionary measures against COVID-19.

Macronix and Winbond are both reportedly among the clients of King Yuan Electronics (KYEC), which is the worst hit of Taiwan-based IC companies by COVID. Reduced output at KYEC should also have a limited impact on both memory chip clients' short-term deliveries, industry sources believe.

By: DocMemory
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