DRAM makers Nanya Technology, Inotera Memories and Powerchip Technology have posted mixed results for November. Nanya led its fellow companies and saw its revenues rally 19% sequentially and 10.2% on year to NT$2.67 billion (US$91.69 million) in the month.
Nanya said it will continue to move into niche memory markets, with non-commodity DRAM products to account for over 40% of total sales in 2013 compared to 30% currently.
Meanwhile, the company noted that it has seen demand for memory chips for TV and STB applications growing, as well as a rebound in demand from PC clients. Some industry watchers even indicated that Nanya's low-power DRAM chips have entered Samsung Electronics' supply chain.
For the first 11 months of 2012, Nanya's revenues amounted to NT$30.37 billion, decreasing 12.6% from a year earlier.
Inotera posted revenues of NT$2.97 billion for November, up 0.4% sequentially and 2.5% on year. For the January-November period, revenues totaled NT$32.11 billion, plunging 7.1% from a year earlier.
Inotera's production capacity of its 30nm process has reached an equivalent of 50,000 wafer units, and the company plans to ramp up the capacity to 100,000 units by April 2013, revealed the sources.
Inotera projects the bit growth of DRAM shipments to reach 25% in 2012 as compared to a year ago.
Powerchip's November revenues totaled NT$2.17 billion, sliding 14% from the previous month. For the first 11 months of 2012, revenues topped NT$25.44 billion, down 28.6% on year.