Memory module makers gain on reduced upstream supply
Downstream memory specialists have benefited from positive NAND flash spot prices, and more stable DRAM pricing. Taiwan’s memory-module suppliers A-Data Technology and Transcend Information both expect their financial performance to improve substantially in the first quarter of 2009, compared to a weak fourth quarter last year.
The sales ratio of Transcend’s strategic products grew to 19.67% last month, according to the company. Driven by another shipment record for its portable hard drives, Transcend shipped a total of 368,000 strategic products in February, compared to 350,000 units with a 15.9% contribution recorded for the previous month. As for memory modules, shipments of its NAND flash modules rose 52% on year to 6.27 million units in February, whereas the DRAM-module segment dropped 11% to 880,000 units.
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