Thursday, October 16, 2003
Nanya Technology Corp., Taiwan's largest maker of computer memory chips, said it posted totaled net losses of NT$169 million in the third quarter, compared with net income of NT$586 million a year ago in an unaudited reports.
At an investor's conference, Nanya’s executive vice president, Charles Kau said that the company has incurred a NT$455 million charge in the third quarter, without providing details. But Kau hinted that the loss was partly cause by increased its testing costs after customer Dell Inc. returned some shipments.
Ironically, Nanya will continue to invest in new plants and equipment, saying on July 14 that it raised US$232 million in an overseas share sale to finance a chip plant it's building with Germany's Infineon Technologies AG. Nanya's shares have risen 22 percent since Jan. 1, compared with a 45 percent gain for ProMOS Technologies Inc., Taiwan's second-largest memory-chip maker, and a 44 percent increase for Powerchip Semiconductor Corp., the Taiwan's third-largest maker of memory chips.
Nanya projects that global DRAM supply will remain tight through the next quarter and Kau attributed the DRAM shortage scenario based on following factors: First, DRAM makers such as Samsung Electronics, Hynix Semiconductor, Toshiba and Infineon Technologies have shifted DRAM capacity into handset-use NAND flash production. Samsung, the world's largest NAND supplier, planned to allocate over 50% of its 12-inch Fab 12's capacity to NAND production, said Kau. Second, global DRAM makers?migration to the 0.11-micron node and the capacity ramp at 12-inch fabs will not boost DRAM supply until the second half of 2004. Kau forecasts global DRAM bit production will grow 41% this year, less than the industry consensus of 55% growth.
By: DocMemory
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