Micron CEO Steve Appleton said that optimistic about DRAM prices from March to May gradually bottomed out; moreover, Samsung Electronics (Samsung Electronics) has also started to increase the DRAM contract price, and South Asia Branch believes that the April contract price will continue to rise. The atmosphere of the market is full of spring yan.
U.S. Department of Microsystems Micron Fiscal Year 2nd Fiscal Year 2011 Financial Statements Were Outperforming Market Expectations Reports, Inspiring DRAM Industries Which Recently Warmed; While Micron's Q2 Yield Dragged Down by DRAM Quotes, Gross Profit Rate Falls To 19%, and earnings per share decreased to 0.07 US dollars, but still better than analysts expected.
In the fourth quarter of 2010, the DRAM industry was also caught in the mud of the second crash. Although unlike the fourth quarter of 2008 and the first quarter of 2009, DRAM prices fell to cash outflows, causing the fate of each plant to gradually reduce production. Looking at the single-quarter decline, the DRAM price drop in the fourth quarter of 2010 is indeed unprecedented.
The DRAM maker believes that the DRAM industry was expected to recover slowly in 2011. It is expected that in the second half of the traditional peak season in 2011, the offer will begin to bottom out, but the 311 Great Earthquake disrupted everyone's layout and expectations, although Elpida's 12-inch wafer fab is far from the epicentre of the strong earthquake in Japan, and its impact is limited. However, it is not expected that the shortage of silicon wafers will cause the DRAM industry to fall into a supply shortage.
The DRAM maker further stated that most memory factories suspended the quotation in the first week after the earthquake and they were in a wait-and-see situation first, but afterwards, including Samsung, they all started to increase the DR! The AM contract price, coupled with the shadow of the shortage of silicon wafers shrouded the entire semiconductor industry, downstream customers gradually worried about DRAM supply shortage news, one after another willing to sell.
In addition, the financial report for the second quarter of fiscal year 2011 submitted by Micron recently unexpectedly outperformed analysts' expectations. The single-quarter revenue was US$2.3 billion, which was better than the original market forecast of US$2.07 billion, and the single-quarter net profit was 7,200. Ten million US dollars, a surplus of 0.07 US dollars, profitability are also better than market expectations.
In the second quarter of the company’s operating performance, benefiting from Apple’s iPhone and iPad sales, single-quarter NAND Flash revenue contributed 8%, but average ASP fell by 4%, and average DRAM in the second quarter. On the price side, it is down 23% from the previous quarter, resulting in a 6% reduction in DRAM revenue contribution.
More importantly, Steve Appleton played hard to show that the memory industry can see the offer falling from the end of March to May, and the signal of the rejuvenation of the industry has been established.
U.S. Department of Microsystems Micron Fiscal Year 2nd Fiscal Year 2011 Financial Statements Were Outperforming Market Expectations Reports, Inspiring DRAM Industries Which Recently Warmed; While Micron's Q2 Yield Dragged Down by DRAM Quotes, Gross Profit Rate Falls To 19%, and earnings per share decreased to 0.07 US dollars, but still better than analysts expected.
In the fourth quarter of 2010, the DRAM industry was also caught in the mud of the second crash. Although unlike the fourth quarter of 2008 and the first quarter of 2009, DRAM prices fell to cash outflows, causing the fate of each plant to gradually reduce production. Looking at the single-quarter decline, the DRAM price drop in the fourth quarter of 2010 is indeed unprecedented.
The DRAM maker believes that the DRAM industry was expected to recover slowly in 2011. It is expected that in the second half of the traditional peak season in 2011, the offer will begin to bottom out, but the 311 Great Earthquake disrupted everyone's layout and expectations, although Elpida's 12-inch wafer fab is far from the epicentre of the strong earthquake in Japan, and its impact is limited. However, it is not expected that the shortage of silicon wafers will cause the DRAM industry to fall into a supply shortage.
The DRAM maker further stated that most memory factories suspended the quotation in the first week after the earthquake and they were in a wait-and-see situation first, but afterwards, including Samsung, they all started to increase the DR! The AM contract price, coupled with the shadow of the shortage of silicon wafers shrouded the entire semiconductor industry, downstream customers gradually worried about DRAM supply shortage news, one after another willing to sell.
In addition, the financial report for the second quarter of fiscal year 2011 submitted by Micron recently unexpectedly outperformed analysts' expectations. The single-quarter revenue was US$2.3 billion, which was better than the original market forecast of US$2.07 billion, and the single-quarter net profit was 7,200. Ten million US dollars, a surplus of 0.07 US dollars, profitability are also better than market expectations.
In the second quarter of the company’s operating performance, benefiting from Apple’s iPhone and iPad sales, single-quarter NAND Flash revenue contributed 8%, but average ASP fell by 4%, and average DRAM in the second quarter. On the price side, it is down 23% from the previous quarter, resulting in a 6% reduction in DRAM revenue contribution.
More importantly, Steve Appleton played hard to show that the memory industry can see the offer falling from the end of March to May, and the signal of the rejuvenation of the industry has been established.