Nanya Technology Corp (南亞科技) yesterday posted its best monthly revenue in 21 months as prices advanced 8.8 percent amid stronger-than-expected demand, boding well for the DRAM chipmaker’s revenue outlook.
Revenue rose 4.98 percent to NT$4.01 billion (US$125.5 million) last month, from NT$3.82 billion in October, the highest level since March last year. On an annual basis, revenue climbed 18.93 percent from NT$3.37 billion.
“Market demand is better than we previously thought,” Nanya spokesman Joseph Wu (吳志祥) said in a telephone call. “Demand continues to surpass supply.”
Nanya cannot increase its output as the Taoyuan-based chipmaker is preparing a test run of its technological conversion to next-generation 20-nanometer technology, Wu said.
Shipments fell about 4 percent last month from October, he said.
In October, Nanya president Lee Pei-ing (李培瑛) said he expected a persistent shortage of chips to boost average selling prices by 5 percent this quarter from the previous quarter.
Supply constraint would be across the board, from DRAM chips used in PCs and mobile phones to those for servers, he said.
“Now, we hold an even more optimistic [view],” Wu said.
In the first 11 months, Nanya posted revenue of NT$37.67 billion, down 7.3 percent from NT$40.31 billion in the same period last year.
ADATA Technology Co (威剛科技), a DRAM and NAND flash memory module supplier, also benefited from the industry’s recovery.
The company yesterday said its revenue fell less than 1 percent last month to NT$2.56 billion from NT$2.58 billion in October.
The October figure marked an 27-month high due to strong customer demand.
Compared with November last year, revenue jumped 49.6 percent from NT$1.72 billion.
“Chip supply is to remain tight over next three months,” ADATA said in a statement. “The company is bullish about demand for DRAM and NAND flash chips. The chip shortage will extend into the first quarter of next year.”
The demise of the coal industry left the US’ Appalachian region in tatters, with lost jobs, spoiled water and countless kilometers of abandoned underground mines. Now entrepreneurs are eyeing the rural region with ambitious visions to rebuild its economy by converting old mines into solar power systems and data centers that could help fuel the increasing power demands of the artificial intelligence (AI) boom. One such project is underway by a non-profit team calling itself Energy DELTA (Discovery, Education, Learning and Technology Accelerator) Lab, which is looking to develop energy sources on about 26,305 hectares of old coal land in
Netflix on Friday faced fierce criticism over its blockbuster deal to acquire Warner Bros Discovery. The streaming giant is already viewed as a pariah in some Hollywood circles, largely due to its reluctance to release content in theaters and its disruption of traditional industry practices. As Netflix emerged as the likely winning bidder for Warner Bros — the studio behind Casablanca, the Harry Potter movies and Friends — Hollywood’s elite launched an aggressive campaign against the acquisition. Titanic director James Cameron called the buyout a “disaster,” while a group of prominent producers are lobbying US Congress to oppose the deal,
Taiwan’s exports soared 56 percent year-on-year to an all-time high of US$64.05 billion last month, propelled by surging global demand for artificial intelligence (AI), high-performance computing and cloud service infrastructure, the Ministry of Finance said yesterday. Department of Statistics Director-General Beatrice Tsai (蔡美娜) called the figure an unexpected upside surprise, citing a wave of technology orders from overseas customers alongside the usual year-end shopping season for technology products. Growth is likely to remain strong this month, she said, projecting a 40 percent to 45 percent expansion on an annual basis. The outperformance could prompt the Directorate-General of Budget, Accounting and
Two Chinese chipmakers are attracting strong retail investor demand, buoyed by industry peer Moore Threads Technology Co’s (摩爾線程) stellar debut. The retail portion of MetaX Integrated Circuits (Shanghai) Co’s (上海沐曦) upcoming initial public offering (IPO) was 2,986 times oversubscribed on Friday, according to a filing. Meanwhile, Beijing Onmicro Electronics Co (北京昂瑞微), which makes radio frequency chips, was 2,899 times oversubscribed on Friday, its filing showed. The bids coincided with Moore Threads’ trading debut, which surged 425 percent on Friday after raising 8 billion yuan (US$1.13 billion) on bets that the company could emerge as a viable local competitor to Nvidia
RSS