DRAM maker Nanya Technology Co (南亞科技) yesterday said revenue last month more than quadrupled to NT$10.17 billion (US$324.5 million) from a year earlier, setting an all-time high as demand surpassed supply.
On a monthly basis, revenue expanded 28.59 percent from NT$7.91 billion, the company said in a statement.
In the first 11 months of this year, cumulative revenue soared 70.92 percent year-on-year to NT$54.57 billion from NT$31.93 billion, it said.
Photo: Grace Hung, Taipei Times
In addition, earnings per share rose to NT$0.66 in October, from NT$0.22 in September, the company said on Tuesday, attributing the performance to price hikes amid a global shortage of memory chips.
In October, the company told investors that there was a chance of even bigger price hikes this quarter following a more than 40 percent increase last quarter on a quarterly basis.
The company said the booming demand for artificial intelligence (AI) applications has propelled demand for memory chips, with demand exceeding supply by about 20 percent affecting DDR4 and low-power DDR4 chips in particular.
The price of DDR4/16G climbed 2.13 percent yesterday to US$45.5 per unit on average, exceeding the price of the more advanced DDR5/16G’s US$27.2 per unit, data provided by market researcher TrendForce Corp (集邦科技) showed.
Contract prices of conventional DRAM chips are expected to rise between 45 percent and 50 percent this quarter, TrendForce projected last week.
Combining the high-bandwidth memory (HBM) chips used in AI devices, price increases would reach between 50 percent and 55 percent from last quarter, it said.
Nanya Technology mainly produces DDR4 chips, with DDR5 chips accounting for 10 percent of its total shipments last quarter. In comparison, major global players such as SK Hynix Inc, Samsung Electronics Co and Micron Technology Co focus on advanced DDR5 and HBM chips.
TrendForce expects the rapid price hikes to extend to memory chips from leading-edge process technology to mature process technologies.
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