Friday, February 24, 2006
With DDR2 prices continuing to rise, Taiwan DRAM makers should benefit with margins hitting 20% in the first quarter while memory module makers should see margins drop due to dropping NAND flash prices, according to a report by CSFB (Credit Suisse First Boston) cited by the Chinese-language Economic Daily News (EDN).
CSFB predicted that Taiwan DRAM makers could see their first quarter margins grow by 10% on-quarter. Margins for Powerchip Semiconductor Corporation (PSC) and ProMOS Technologies in the fourth quarter of 2005 were 15.4% and 16.7%, respectively, while Nanya Technology stated that it is aiming for margins of 20% in March.
The Chinese-language Commercial Times also quoted the report in saying that since most PC OEMs have raised their DDR2 adoption rates, a shortage of DDR2 is expected to persist through early April and DRAM makers should remain bullish on their profit outlooks.
By: DocMemory
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