DRAM unavailable until next year

Author: Queena
Date: 2017-11-24

Memory continues to supply shortages, becomes one of the Taiwan stocks since this year's signature.Dynamic random access memory (DRAM), NAND Flash storage type (Flash memory), and NOR Flash (encoding type Flash memory) 3 big memory, this year saw the most short, not only gains the most long record of out of stock will continue all the way until next year.
After five years of losses, its macro like bath fire phoenix, formal turn this year;In the first half of the EPS (after-tax net profit) per share 0.47 yuan, the third quarter quarterly, in more the EPS1.2 yuan good grades, main products NOR Flash out of stock, and get the macro shares this year to come all the way up, become the taiex 1 big surprise.
Like popular macro zhi-yuan lu, general manager said, NOR Flash pop is the ten years ago, Intel (Intel), AMD (AMD), South Korea's samsung, Japan's TOSHIBA (TOSHIBA), then flourishing macro market share of only 1%."When the market down to the pond, a whale is not to play.Although small pond, but for this kind of own technology, we have a factory of small and medium-sized enterprises (smes) are!Especially in only one or two fish."
In the past few years, companies have withdrawn from the market or transformation, extend NOR Flash supply gap.In addition to the Internet of things to drive NOR Flash demand, the other one by the market attention, is the substitution of AMOLED smartphone panel (active organic light emitting display) panel, joint also needs to add 1 new NOR Flash chips, used to store parameters;This year the iPhone AMOLED panel, more kinetic energy NOR Flash market bring new demand.In addition, TDDI (touch panel sensor chip) IC will touch function integration into driver IC, also must also hang one NOR Flash, synchronous push up demand for NOR Flash.Popular macro forecast at the beginning of this year, chairman wu min, industry boom is expected to last two years.
Transformation of niche type of customized products
Winbond electricity sales monthly high of 17 years
After legal analysis, the function of the CPU (central processing unit) more and more, because the process is different, can't integrated in the CPU, often one NOR the demand of the Flash.Automotive, industrial NOR Flash also on the rise, will the consumption capacity of this kind of large capacity, industrial automation need high computation, random storage requires NOR Flash, are more imagination space for a long time.
Currently popular macro is already the world NOR Flash bibcock, ranked second winbond electricity equally well.Kang and self-run securities department assistant manager Lin Cangxian said NOR Flash again due to the tight supply pressure increases, the industry from the fourth quarter contract price will be 15% higher, beneficiaries first winbond electricity with macros.Winbond EPS0.81 yuan for all of last year, this year the first 3 quarter EPS1.05 yuan.Winbond electricity just released on October monthly consolidated revenue of 4.491 billion yuan, renewal of record 17 years since 2000.

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