Core Technology News (Text/Roy) DRAM factory Nanya will hold a financial report on the 10th, kicking off the second quarter financial report of the semiconductor factory. Recently, Nanya considered the impact of the trade war and revised down the full-year bit rate. Shipment growth forecast, as frictions slow down, whether the company's operations in the second half of the year, overall industry outlook, DRAM price trend, etc. are as pessimistic as before, has become the focus of the market.
In addition, Ziguang Group recently announced the formation of a DRAM business group, with Gao Qiquan, former general manager of Nanya, as CEO. Whether it will have an impact on the global DRAM market in the future is expected to become a major topic in the financial report meeting.
At present, it seems that the performance of memory manufacturers such as Nanya, Winbond, and Macronix has improved simultaneously in the second quarter, which can be regarded as the memory industry has overcome the operating trough in the first quarter, which is in line with the views of senior executives of various companies, such as Winbond Chairman Jiao Youjun Saying that the worst time for the industry is over, Li Peiying and Macronix Chairman Wu Minqiu are optimistic about the booming long-term demand for the memory industry.
Looking forward to the market outlook, Li Peiying previously said that major supply chain manufacturers such as Samsung , Micron , and SK Hynix have successively slowed down their production expansion. With the arrival of the peak season, Intel 10 and 14nm processor production capacity will be in place, and server Due to multiple factors such as demand recovery, the market conditions in the second half of the year are expected to be better than those in the first half, and growth will be maintained throughout the year, but the growth rate is uncertain.
Nanya's consolidated revenue in June was NT$4.085 billion (the same unit below), down 3.74% from May, and an annual decrease of 52.41%. However, consolidated revenue in the second quarter was NT$12.441 billion, a quarterly increase of 9.41%, and an annual decrease of 49.41%. %, performing better than market expectations. The cumulative consolidated revenue in the first half of the year was 23.812 billion yuan, a decrease of 45.12% compared with the same period last year.
As for the revenue performance of Winbond and Macronix in June, they also declined compared with the same companies last year. Among them, Winbond’s revenue last month was 4.094 billion yuan, a monthly increase of 2.04% and an annual decrease of 9.15%. However, it has grown for 4 consecutive months. , and hit a new monthly high in the past eight months; second quarter revenue was 12.011 billion yuan, a quarterly increase of 10.33% and an annual decrease of 11.02%. The cumulative consolidated revenue from January to June was 22.898 billion yuan, a year-on-year decrease of 10.7%, which was the second highest in the same period in history.
Macronix’s revenue in June was 2.67 billion yuan. Although it decreased by 1.9% monthly and 4.37% annually, it was still the second highest single-month revenue this year. Benefiting from the early purchase of and Nintendo from major customers, revenue in the second quarter was 7.479 billion yuan, a quarterly increase of 24.05% and an annual decrease of 15.77%. The cumulative consolidated revenue in the first half of the year was 13.508 billion yuan, a year-on-year decrease of 24.7%, the third highest in the same period in history. (Proofreading/Jurnan)
(Picture source: Core Technology)
