Responding to China’s ambitions to step into the memory industry, Inotera Memories and Nanya Technology both believe that it is unlikely China can develop home-grown DRAM technology within at least five years. China might be able to gain access to proprietary technologies through technology licensing, but building a certain scale of production capacity would still require a period of time, the Taiwan-based DRAM makers commented.
TAIPEI — Nanya Technology Corp. (南亞科), one of Taiwan’s leading dynamic random access memory (DRAM) chip suppliers, has decided to seek a strategic partnership to secure new investment in the development of the company’s high-end technology process. Nanya intends to spend NT$40 billion (US$1.27 billion) over the next two to three years to develop the sophisticated 20 nanometer process and plans to raise NT$10 billion to NT$20 billion of that through a rights issue and strategic partnership later this year.
DRAM chipmaker Nanya Technology plans to invest a total of NT$40 billion (US$1.3 billion) to transition its production to a 20nm process node, according to company president Charles Kau. The investment will be made over a period of 2-3 years, said Kau. Nanya will initially have half of its overall production capacity enter 20nm production, Kau noted. Nanya currently runs a 12-inch wafer fab capable of producing 60,000 units a month.
DRAM chipmakers Inotera Memories and Nanya Technology have both reported sequential decreases in consolidated revenues for January 2015, due to falling DRAM prices. Consolidated sales at Inotera slid 2.5% on month to NT$6.74 billion (US$213 million). The figure also represents a decline of 6.6% compared to the same period in 2014Inotera indicated that the result for January 2015 might be revised as its major customer was unable to provide final pricing figures before the January sales results were published.
DRAM maker Nanya Technology has reported net profits of NT$28.24 billion (US$908 million) for 2014, with EPS for the year coming to NT$11.77. Nanya posted net profits of NT$8.57 billion in the fourth quarter of 2014, hitting a quarterly record. EPS for the three-month period stood at NT$3.56. Nevertheless, Nanya’s consolidated revenues slid 5.2% sequentially to NT$12.41 billion in the fourth quarter of 2014, due to a shipment decrease of 2.8% and a 4.8% fall in DRAM ASPs.
Toshiba has approached Nanya Technology to discuss about a potential partnership, and proposed a US$1 billion offer to invest in the Taiwan-based company, according to industry sources. Alternatively, Toshiba may end up buying US$1 billion worth of production equipment for Nanya and outsouce production to the Taiwan-based DRAM maker, the sources said.
TAIPEI–Nanya Technology Corp., one of Taiwan’s leading dynamic random access memory (DRAM) chip makers, has been ranked the world’s fourth largest mobile DRAM supplier in the third quarter of this year by DRAMeXchange. The research unit of Taiwan-based market information advisory firm TrendForce Corp. said that Nanya posted US$62 million in mobile DRAM sales in the July-September period, up 98 percent from a quarter earlier.
TAIPEI, Taiwan — Nanya Technology Corp. (南亞科技) retained the title of the fourth-largest mobile memory chip supplier in the world in the first quarter of this year, a research report said Friday. In the report, DRAMeXchange, a DRAM chip research unit of Taiwan-based market information advisory firm TrendForce, said, however, that Nanya’s global market share fell to 1.3 percent from 1.4 percent seen a quarter earlier.