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TrendForce's memory storage business representation at DRAMeXchange, DRAM market in the second quarter contract price by a substantial decline about 10% of the impact, although the bit output continued to grow, with a total of 4.8% of the season still showing decline, came to 11.4 billion dollars. In the off-season, each DRAM factory revenue trends are showing signs of deterioration, but because the process continued to turn into Maori did not substantially reduced, Samsung, SK Hynix and Micron's DRAM product business profit rates were respectively 48%, 37% and 21%, so the real test of the DRAM industry will fall the next few quarters. On the demand side, such as laptops and smart phones remained weak, but the supply side from the ratio of 20nm / 21nm will continue to improve, the agency expected future decline in DRAM prices probably continued.
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DRAMeXchange Research Associate Wu Yating said Samsung and SK Hynix in the second quarter of the global DRAM factory own brand memory market share was 45.1% and the ratio of each 27.7%, according to the proportion of stable tray supplying more than 70% of the world's. Micron Semiconductor approximately 20.6%, primarily from the decline in value in addition to the loss of a recession, the bit supply growth is not now one of the reasons.
As for the Taiwan-based manufacturers from parts listed shares Nanya currently 30 nm process turn into miniature speed smoothly and is expected to come to 60% of the output end, a slight decline of 5.1% in revenue terms, the new 20-nanometer process is expected late next year After the plant completion into volume production ranks. Listed shares in Inotera portfolio due more to the recent dramatic declines most standard memory and servers with memory-based, with 30-nanometer manufacturing process behind the Korean manufacturers, the gross margin from 47.2% in the previous quarter sharply revised down to 34.9% in the second quarter.
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