NAND flash inventory is currently sufficient enough to meet customer demand, according to sources at IC distributors including Zenitron and Weikeng industrial.
The memory distributors have seen March orders improve compared to the prior month's levels, but fall behind one year ago levels, the sources indicated. The firms still have enough inventory to meet current orders, the sources said.
A recent rally in NAND flash prices has been supply-driven, the sources pointed out. Prices are unlikely to post a demand-driven rise, until excess inventory across the supply chain is digested, the sources believe.
Recent reports cited sources at memory module manufacturers as saying that chip suppliers' tight supply strategies and intention to give priority to orders for smartphones and other mobile devices have caused a limited supply of available NAND flash chips to smaller, second-tier memory module makers.
In other news, Zenitron and Weikeng both saw their revenues for the first two months of 2013 register on-year increases. Zenitron announced that consolidated revenues for January and February totaled NT$4.41 billion (US$148 million), up 14.2% from a year ago, while Weikeng's sales for the same period grew 6.7% on year.
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