NAND Flash Q4面臨挑戰 集邦:營收恐季減10%
(2024/11/27 17:14)Phison believed that the price decline of NAND FLASH has slowed down
Phison Electronics (8299-TW), the manufacturer of the controllers for NAND flash memory chips, announced its APR19 revenue today on May 8th. Due to continuous decline in NAND Flash price, its APR19 consolidated revenue was NTD3.084bn (-5.8% MoM, -12.33% YoY). Its JAN19-APR19 revenue was NTD12.427bn (- 3.04% YoY).
Phison believed that the decline of NAND FLASH price has slowed down. The company pointed out that the terminal demand has recovered due to the price drop and the downstream buyers has begun the inventory replenishment.
According to Phison, the ASP of NAND Flash continued to fall until the end of April, which was the main cause of the decline in its APR19 revenue. However, the shipment of SSD and eMMC increased YoY by nearly 40%; the shipment of the memory modules grew by more than 65%, and the memory bits shipment increased by more than 1.06 times. Although the demand in the market is unfavorable, the company’s revenue/earnings is still stable.
【往下看更多】
►中鋼跌破2字頭! 她憂「存股變存骨」網曝2關鍵:看看台塑四寶
►存百張00915「賠到不想看」 報酬率輸定存他無奈 網笑:韭菜很好割
►00919換股「8進8出」他看好明年配息率 網點頭:少數笑得出來
【熱門排行榜】
►馬斯克稱「美國即將完蛋」:不動作美元恐一文不值
►北檢用「撕碎紙條+Excel」當證據 網傻眼:比偶像劇還狗血
►借30萬利率13.72%! 他見「本金沒少利息狂加」急了 內行人曝2解方