DRAM-A-THON: DDR3 prices spiked more than 3% on Friday

Hopefully you have some Inotera or Nanya Tech in your portfolio.

UDN

TAIWAN: BEFORE THE OPEN, 10Jun2013

The Taiwan Relations Act still stands; DRAM makers in for a good 3Q; The national debt example; Mainland tourists swarm into Taiwan; Manufacturing sector labeled “blue light”; 14nm processes TSMC’s new challenge; Here’s what you need to know pre-open.

3Q looking bright for Taiwan DRAM makers

The supply shortages and high prices will continue and will boost profits in 3Q. Inotera, Nanya, and Wintek to benefit.

Liberty Times

TAIWAN: CLOSING WRAP, 14May2013

DRAM-A-THON: Output flat QoQ, demand surging

Prices of DRAM surged during Q1 but production remained flat. Not good for smartphone and PC makers. Squeeze on supplies is only going to get worse.

Commercial Times

TAIWAN: BEFORE THE OPEN, 13May2013

DRAM-A-THON: Inotera out of stock until year end

Inotera has no plans to increase production and order book is completely full until year end.

UDN

TAIWAN: CLOSING WRAP, 09May2013

DRAM-A-THON: High prices hurting Acer’s margins

Liberty Times

TAIWAN: BEFORE THE OPEN, 02Mar2013