Asia and Global Semiconductor and Tech Research

Andrew Lu

Event-Driven

<h2><strong>What's new? </strong></h2><p>Economic Daily News (EDN) reports DRAM contract price hike of 15% q/q in 3Q16 and likely another 10% q/q in 4Q16 and NAND contract price should follow the increase. EDN attributes the strength to <a href="https://www.smartkarma.com/entities/191" target="_blank" data-smartkarma-citation="entities:191:1">Samsung Electronics Co Ltd (005930 KS)</a> is raising price to offset Note 7 recall losses (pls see <a href="https://www.smartkarma.com/insights/supply-chain-impacts-due-to-note-7-battery-explosion-case" target="_blank" data-smartkarma-citation="insights:5621">Supply Chain Impacts Due to Note 7 Battery Explosion Case</a>) and <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple Inc (AAPL US)</a> iPhone 7 launch has doubled NAND flash density and to add 50% on DRAM. As a result, EDN sees this will be…</p>

What's new? Economic Daily News (EDN) reports DRAM contract price hike of 15% q/q in 3Q16 and likely another 10% q/q in 4Q16 and NAND contract price should follow the increase. EDN attributes the strength to Samsung Electronics Co Ltd (005930 KS) is raising price to offset Note 7 recall losses (pls see Supply Chain Impacts Due to Note 7 Battery Explosion Case) and Apple Inc (AAPL US) iPhone 7 launch has doubled NAND flash density and to add 50% on DRAM. As a result, EDN sees this will be…

What Drives Memory Contract Hike of over 20% in 2H16?

Taiwan

Winbond Electronics Corporation designs, manufactures, and sells integrated circuits (IC) and related products.  The Company sells its products in Taiwan, the United States, and Hong Kong.

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Winbond Electronics (2344 TT)

What Drives Memory Contract Hike of over 20% in 2H16?

What's new? Economic Daily News (EDN) reports DRAM contract price hike of 15% q/q in 3Q16 and likely another 10% q/q in 4Q16 and NAND contract...

Andrew Lu

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