01.05.2001
DRAM revenue scorecard: a mixed bag

The DRAM sector saw a small growth in YoY revenue following Nov.'s comparatively low level. Nov.’s figure reflected inventory corrections and the spot pricing slump. Mosel (2342 ‘Mao Xi’) expects to post NT$1.6b while maintaining the Nov. level. Winbond (2344 ‘Hua Bang Dian’) expects revenue of NT$3.6b, slightly less than Nov.’s NT$3.9b. ProMos (5387 ‘Mao De’) expects to post 1.2b, 20% up MoM. Vanguard (5347 ‘Shi Jie’) expects revenue NT$1.9b, 15% up MoM. Powerchip (5346 ‘Li Jing’) expects NT$1.95b revenue with a 10% decline MoM.
Linda Liu