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Powerchip process down paint DATA indirectly benefit
2013-10-04 15:44:20
Powerchip process down paint DATA indirectly benefit
The first half of this year module maker Kingston Powerchip 20,000 capacity , the PSC appointed by the standard DRAM foundry process problems occur , loss of nearly 7,500 ~ 8,000 sheet capacity. Since SK Hynix Wuxi factory fire after supply disruptions , OEM factory hands have been a serious shortage of DRAM inventory levels , and is now able to produce hair loss , the industry believes 4Gb DDR3 spot prices are expected to watch $ 5 . Legal person that has the most low-priced DRAM inventory hands -DATA ( 3260 ) will become the biggest beneficiary.
SK Hynix in the fourth quarter has been unable to meet the needs of OEM factory , OEM factory can turn to Kingston, DATA modules factory sourcing, production capacity is now Kingston appeared losses , legal optimistic hands has a huge inventory of low -DATA , will become the largest homeopathic benefit from manufacturers , not only in September month revenue will rise by more than 15% and up to 30 billion yuan, profit is expected in the second half tied the first half of the year will hit a record high profit .
Kingston April marked the next PSC P3 plant about 20,000 or so 12-inch plant equipment and production lines , and then began commissioned by the PSC foundry , since July are 20,000 monthly water level full cast film. Since SK Hynix Wuxi plant in September, a fire broke out on the severe impact of the global DRAM supply , spot price rose more than 3 percent two weeks , Kingston hands to 20000 DRAM capacity can be said to be " Luoyangzhigui " before the end of production capacity has long been Dell, HP and other OEM manufacturers under the package .
However, recently the industry came , Kingston appointed by the PSC OEM DRAM, there are 7,500 ~ 8,000 sheet capacity problems caused by the ion implantation process , resulting in clock speed can not meet the standards , the shipment can not be shipped to OEM factory is equal to use , production capacity equal to hair loss . Kingston said that this low-key , which has been in addressing issues related to , and now can not comment on this subject .
SK Hynix Wuxi factory fire after it has been nearly a month's time, and led to the recent DRAM market supply is tight, because the equipment is still unable to enter the stricken plant factory for equipment adjustments , Mid-Autumn Festival after standard DRAM price gains representation , 2Gb DDR3 spot price has climbed back to $ 2.3 , 4Gb DDR3 spot price then rose to $ 4.2 , have hit a new high this year .
Today Kingston 's DRAM foundry commissioned by the PSC also occurred nearly 8,000 pieces of lost production , has long been out of stock on the DRAM market is undoubtedly worse . The industry believes that the loss of production capacity mainly 30nm 4Gb DDR3 -based, although secondary products can be sold , but the OEM factory shipments but it will be more tight, the pressure will force the OEM factory stock to push up prices , 4Gb DDR3 should soon be able to see the new price of $ 5 .