Major Taiwan-based DRAM makers saw mixed revenues in June 2010 with mixed results, amid sluggish DRAM prices.
Powerchip Technology has announced its June revenues grew 5% on month to NT$8.55 billion (US$266 million), on increased 12-inch DRAM output and foundry business. Capacity ramps from Rexchip Electronics continued to buoy Powerchip's DRAM shipments, and help sustain its ability to support revenue growth sequentially in the month.
Powerchip in April began sourcing from Rexchip's 12-inch capacity based upon its holdings in the joint venture, the company was quoted in previous reports. Rexchip has transferred almost all of its capacity (80,000 12-inch wafers a month) to Elpida Memory's 63nm technology.
Powerchip said it is ramping up production using Elpida's 63nm, which will be its major production node during the second half of 2010.
Nanya Technology and Inotera Memories posted sequential revenues drops in June, mainly due to limited available capacity. Both DRAM makers expect their shifts to Micron Technology's 50nm process would start bringing in solid contributions to revenues in July.
Nanya reported revenues of NT$5,229 million for June, down 0.7% on month. The company is set to convert all of its 12-inch chip production from 68nm process to 50nm in August.
Inotera saw June sales slide 21% sequentially to NT$3.09 billion. It is migrating from a 70nm trench process to Micron's 50nm stack design.
According to the latest data, late June contract quotes for 1Gb DDR2 and same-density DDR3 chips dropped slightly to average US$2.38 and US$2.63, respectively. At the spot market, average prices for effectively tested (eTT) 1Gb DDR3 chips closed at US$2.43 on July 5, compared to US$2.46 on June 30.