Electronic information
Powerchip said the third quarter of the global DRAM will be in short supply
In Electronic Infomation Category: R | on April 5, 2011
Taiwans Powerchip Semiconductor said Wednesday that the case of cuts in the industry, global inventories will be exhausted in June digestion, from the third quarter forecast will be in short supply, and SN74LVC2G08DCUR datasheet and prices will slowly rise in the second quarter. Powerchip chairman Frank Huang
said at a press conference in 2008, 10% of global DRAM oversupply, coupled with a substantial decline in demand caused by the financial turmoil, the end of inventory of about 100,000, 1GB DRAM prices fell to 0.8 U.S. dollars. However, since the fourth quarter of last year, has cut production, forecast cut effects will appear in the second quarter.
"DRAM industry downturn in the economy is approaching the third quarter into the positive cycle, the current plight of the manufacturers, will gradually back to life, but still need time to rest live." He said.
He estimates that global DRAM inventory by the end of March to about 8 million, while the rise in demand supply lead in the third quarter will have a monthly supply of 240 million shortfall.
He said that in the foreseeable supply gap, it is expected the second quarter, prices will slowly rise. If they could back up to each costing $ 3, the PSC, Rexchip and SN74LVC2G08DCUR price and Inotera three, this year will be about 5.5 billion total cash inflow, the total profit of up to $ 4,580,000,000.
Leading industry in Taiwan government has come forward to re-integration, the establishment of Taiwan Memory Company (TMC), convenor John Hsuan light in a few days to visit the United States a strategic partner Powerchip, Elpida of Japan, is expected to announce partner by the end of March, the next phase and SN74LVC2G08DCUR suppliers and then negotiate with the local industry consolidation.
Frank Huang said the PSC would not have relations with the TMC, PSC still insisted on self-help, will not take the government a dime. And he will for Elpida cooperation with the TMC, but also who is skeptical, because TMC is not intended to cover plants, will not have their own capacity.
PSC spokesman Tan Zhongmin said that the current capacity utilization has fallen to PSC about 50%, as to when to raise, needed as the market conditions.