Revenues soar at reminiscence firms
Siu Han, Taipei; Steve Shen, DIGITIMES
Most Taiwan-based reminiscence firms delivered vital income good points in January from a yr earlier, reflecting booming market demand and rising reminiscence costs.
Elite Semiconductor Microelectronics Technology (ESMT) noticed January revenues up 18% sequentially and 67.6% on yr to a document excessive of NT$1.632 billion (US$58.31 million).
Noting that costs of area of interest DRAM chips have been rising since second-half 2020 and quotes for contract DRAM are additionally shifting up since first-quarter 2021, ESMT believes the rallies in associated reminiscence chip costs will proceed within the first half of 2021.
The NOR flash market may even stay strong all through 2021, pushed by TWS functions, ESMT mentioned.
Winbond Electronics posted revenues of NT$6.903 billion in January, up 1.4% on month and 87.45% on yr. In addition to cost hikes of reminiscence merchandise, gross sales at its subsidiary Nuvoton Technology additionally contributed to Winbond’s income good points in January.
Industry sources anticipate Winbond to boost its quotes for NOR flash inside a variety of 10% in first-quarter 2021 and one other 10% within the second quarter to replicate its tight capability.
Fellow firm Nanya Technology noticed its revenues improve 22.9% from a yr earlier to NT$5.532 billion in January.
Hefty worth hikes for area of interest DRAM chip boded nicely for Nanya within the month, mentioned market sources, anticipating quotes for area of interest DRAM reminiscence to maneuver up 20% within the first quarter.
Macronix International disclosed January revenues of NT$3.006 billion, down 9.1% on month however up 9.1% on yr, bolstered sturdy demand for NOR flash and different ROM merchandise.
Phison Electronics noticed its revenues acquire 22% on yr to NT$4.061 billion in January, pushed by a 75% improve in PCIe SSD controller chip shipments and an over 400% progress in eMMC reminiscence merchandise.
Phison is poised for strong efficiency within the first quarter because of sturdy reminiscence demand from the PC, industrial management and server sectors, mentioned firm chairman KS Pua.
