Nanya believes DDR shortage to continue
According to Charles Kau, Nanya executive vice president, DDR shorttage might continue for at least next two months, as only some makers succeeded to re-equip their facilities from SDRAM to DDR.
Kau said that Nanya raised the DDR to all products ratio to 38% last month and expects to increase it to 65% this month. At that the company reports low revenues — just NT$17 million instead of NT$3,328 billion expected. Kau explains it is a result of price reduction from expected $7.14 to $5.21 for 256 MBit chip, plus two earthquakes that resulted in 2 million chip underproduction.
Finally, Nanya believes DDR shortage to make 256 MBit chip price grow to $9.50 in the third quarter, so the company can earn its NT$3 billions. Well, we wish them luck, of course, but hope prices do not grow this high.
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