最新DRAM记忆体内存闪存研究报告.pdf

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最新DRAM记忆体内存闪存研究报告.pdf

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最新DRAM记忆体内存闪存研究报告

Asia Pacific Equity Research 20 October 2010 Taiwan DRAM NTC/Inotera 3Q result flash: Another miss as expected; still a challenge to turn a profit - ALERT • Guidance missed again as expected; another loss-making quarter: Semiconductors Both Nanya Tech and Inotera missed again their 3Q and the whole year AC Cynthia Chou guidance as we alerted earlier (Taiwan DRAM: Another miss confirms (886-2) 2725-9898 our UW call on DRAM makers – ALERT, dated 05 October 2010). This cynthia.hy.chou@ is primarily due to Inotera’s slower progress in 50nm ramp-up along J.P. Morgan Securities (Taiwan) Limited. with sliding DRAM prices. Thus, Inotera ended up with only 1% Q/Q Rick HsuAC bit growth in 3Q10 (vs. guidance of 15%) while NTC generated 14% bit (886-2) 2725-9874 growth (vs. guidance of 15-20%). Subsequently, NTC/Inotera have rick.ic.hsu@ substantially lowered their whole-year bit growth guidance to 25%/35% J.P. Morgan Securities (Taiwan) Limited. (from 35%/50%). JJ ParkAC • Waking up from the 50nm migration “bad dream”: After suffering (822) 758-5717