DDR demand drives up Nanya's August sales
Bucks industry trend
Taiwanese memory maker Nanya has said it realised revenues of between NT$850 million and NT$900 million ($24.59-26.04 million) last month on the back of strong sales of 256Mb SDRAM chips and various DDR memory parts.
That makes it the only memory maker from Taiwan to experience an increase in sales during August, local paper the Commercial Times reports.
Nanya attributes the rise in DDR shipments last month to Intel's Pentium 4 promotional price cuts and the growing interest in next month's arrival of Windows XP. The former seems more likely, thanks to PC vendors buying in more DDR memory to install in DDR mobos based on new P4 chipsets from SiS, Acer Labs and VIA.
Looking ahead, Nanya expects even better results this month, as demand for DDR chips grows. Indeed, it says it held back on the shipment of 200,000 128Mb DDR chips last month, cutting its actual shipments to 1.8 million units from a forecast two million, because it expects prices to rise this month.
It expects to ship around 3.5 million 128Mb DDR chips this month. Even if prices don't rise, sales of 256Mb SDRAM and 128Mb DDR parts should more than cover any further decline in 128Mb SDRAM prices, just as they did in August. ®