Nanya will ship 40 million DRAM chips this month, while PSC’s shipments have also reached 40 million chips as its 12-inch wafer fab currently processes 45,000 8-inch equivalent wafers per month.

Nanya also has access to 12-inch production through Inotera, its joint venture with Infineon Technologies. Inotera plans to increase the monthly wafer starts at its 12-inch wafer fab from nearly 30,000 8-inch equivalent wafers to 54,000 by year-end, the sources indicated. Nanya and Infineon split Inotera’s capacity.

Other sources claim Nanya Technology is also planning to build its own 12-inch fab dedicated to its own DRAM production, with the goal of eventually taking a 10% share of the global DRAM market. According to iSuppli, Nanya held a 4.5% global market share in 2004, while PSC had a 4.7% share.

Nanya shipped nearly 30 million DRAM chips in January and saw its shipments grow 20% in February, according to the company. In addition, Nanya was the only Taiwan DRAM maker to report an increase in revenues last month. Other Taiwan-based DRAM makers saw their February revenues fall 5-20% on sliding memory prices and fewer working days, according to a March 8 artic

In 2004, Nanya’s top 10 customers were Dell, HP, Acer, Panram, IBM, TMTC, Palit, Apple, Sparkle and Datacell

By: DocMemory
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