Nanya Technology Corp (南亞科技), the nation’s biggest computer memory chip maker, yesterday reported that sales last month surged as prices rose unexpectedly on the back of recovering demand after last year’s downturn.
The Taoyuan-based chipmaker said last month’s sales more than doubled to NT$5.26 billion (US$166 million), compared with NT$2.22 billion a year ago, it said in a company statement.
On a monthly basis, that represented 27 percent growth.
Shipments rose 17 percent last month from February, it said.
Nanya attributed the growth to resilient demand, which caused a supply constraint, it said.
The company originally thought prices would be flat last month.
Nanya, which supplies DRAM chips to PC makers like Dell Inc, raised prices by 10 percent month-on-month last month, company spokesman Pai Pei-lin (白培霖) said by phone.
“We are in talks with customers now for further price hikes [this month],” Pai said. “Supply is still tight as customers are trying to build up inventory so they can cope with hot seasonal demand in the second half of the year.”
Global shipments of laptop computers are expected to grow more than 21 percent to 204.9 million units this year from 168.8 million units last year, International Data Corp forecast.
In the first three months of the year, Nanya made NT$14.12 billion in revenues, up 129 percent from a year ago.
Separately, Inotera Memories Inc (華亞科技), a DRAM joint venture between Nanya and US memory giant Micron Technology Inc, yesterday reported a 23 percent month-on-month increase in last month’s sales to NT$4.14 billion, marking the best monthly sales since December, during which it made NT$4.67 billion.
That represented growth of 129 percent from the NT$1.81 billion it made a year ago.
Inotera accumulated NT$11.52 billion in revenues in the first quarter, up 81 percent year-on-year but down about 10 percent from NT$12.75 billion in the final quarter of last year.
Shares of Nanya went up 2.43 percent to NT$31.6. The stock price of Inotera rose 0.39 percent to NT$25.8 and Powerchip Semiconductor Corp (力晶半導體) rallied 3.36 percent to close at NT$5.53.
Quanta Computer Inc (廣達) chairman Barry Lam (林百里) is expected to share his views about the artificial intelligence (AI) industry’s prospects during his speech at the company’s 37th anniversary ceremony, as AI servers have become a new growth engine for the equipment manufacturing service provider. Lam’s speech is much anticipated, as Quanta has risen as one of the world’s major AI server suppliers. The company reported a 30 percent year-on-year growth in consolidated revenue to NT$1.41 trillion (US$43.35 billion) last year, thanks to fast-growing demand for servers, especially those with AI capabilities. The company told investors in November last year that
Intel Corp has named Tasha Chuang (莊蓓瑜) to lead Intel Taiwan in a bid to reinforce relations between the company and its Taiwanese partners. The appointment of Chuang as general manager for Intel Taiwan takes effect on Thursday, the firm said in a statement yesterday. Chuang is to lead her team in Taiwan to pursue product development and sales growth in an effort to reinforce the company’s ties with its partners and clients, Intel said. Chuang was previously in charge of managing Intel’s ties with leading Taiwanese PC brand Asustek Computer Inc (華碩), which included helping Asustek strengthen its global businesses, the company
Taiwanese suppliers to Taiwan Semiconductor Manufacturing Co. (TSMC, 台積電) are expected to follow the contract chipmaker’s step to invest in the US, but their relocation may be seven to eight years away, Minister of Economic Affairs J.W. Kuo (郭智輝) said yesterday. When asked by opposition Chinese Nationalist Party (KMT) Legislator Niu Hsu-ting (牛煦庭) in the legislature about growing concerns that TSMC’s huge investments in the US will prompt its suppliers to follow suit, Kuo said based on the chipmaker’s current limited production volume, it is unlikely to lead its supply chain to go there for now. “Unless TSMC completes its planned six
Power supply and electronic components maker Delta Electronics Inc (台達電) yesterday said it plans to ship its new 1 megawatt charging systems for electric trucks and buses in the first half of next year at the earliest. The new charging piles, which deliver up to 1 megawatt of charging power, are designed for heavy-duty electric vehicles, and support a maximum current of 1,500 amperes and output of 1,250 volts, Delta said in a news release. “If everything goes smoothly, we could begin shipping those new charging systems as early as in the first half of next year,” a company official said. The new
RSS