2nd UPDATE:Nanya,Inotera Post 2Q Net Losses;Expect Better 3Q
06 August 2009 - 9:27PM
Dow Jones News
Memory-chip makers Nanya Technology Corp. (2408.TW) and Inotera
Memories Inc. (3474.TW) continued to incur losses in the second
quarter as global chip prices remained at low levels, but both
Taiwanese companies said they expect market conditions to improve
in the current quarter.
Nanya, Taiwan's largest maker of dynamic random access memory
chips by revenue, said its net loss for the three months ended June
30 was NT$6.55 billion, narrower than its net loss of NT$7.29
billion a year earlier.
Its second-quarter revenue fell 15.1% to NT$8.09 billion from
NT$9.53 billion a year earlier.
Nanya's second-quarter net loss was narrower than the average
NT$7.63 billion net loss forecast by seven analysts polled earlier
by Dow Jones Newswires, and was its ninth consecutive quarterly
loss.
Nanya's second-quarter gross margin was negative 52%, widening
from negative 36% a year earlier but narrowing from negative 113%
in the first quarter.
"Demand is improving month by month, and chip prices will
continue rising through at least October," Nanya spokesman Pei Lin
Pai said before the company's investors' conference.
Demand for double-data-rate-three, or DDR3, chips that are
faster and more power-efficient is especially strong as notebook
computer makers are introducing more ultra-low voltage products,
Pai said.
Currently, DDR3 chips account for 20% of Nanya's production, and
more than 20% of Inotera's production, he said.
Nanya plans to raise early-August contract chip prices by
10%-20% from late-July prices, Pai said, adding its bit shipments
will likely rise 10%-20% in the third quarter from the April-June
period.
The company's second-quarter bit shipments rose 2% from the
first quarter, Pai said.
Separately, Inotera Memories, a memory-chip joint venture
between Nanya and U.S.-based Micron Technology Inc. (MU), said it
also expects losses to narrow further in the current quarter due to
recovering demand.
Inotera said last month its second-quarter net loss was NT$4.11
billion, widening from a net loss NT$3.27 billion a year earlier.
Its revenue fell 23% to NT$7.46 billion from NT$9.70 billion a year
earlier.
Inotera priced its 64 million Global Depositary Receipts at
US$4.8757 each July 31 and raised about US$310 million.
Inotera Executive Vice President Michael Sadler declined to
disclose whether Intel Corp. was one of the subscribers of the
GDRs, the Commercial Times reported last month.
"But at this point, there's no strategic relationship between
Inotera and Intel," Sadler said.
Inotera President Charles Kau said he expects the company's bit
shipments of memory chips to rise 30% in the third quarter from the
second quarter, weaker than the sequential rise of 41% it posted in
the second quarter as the company is migrating its production
technology to the more advanced 50-nanometer technology from
70-nanometer technology.
Inotera expects its bit shipments for 2009 to fall 10% from
2008. In 2008, Inotera's bit shipments rose 53% from the previous
year.
From the first quarter of 2010, Inotera will mainly produce
2-gigabit DDR3 chips using 50-nanometer technology, which yields
more chips, before progressing to the even more advanced
40-nanometer production technology in 2011, which will
significantly lower the company's unit production cost, Kau
said.
"With sufficient funds and as the first companies to make chips
using 50-nanometer technology in Taiwan, (Nanya and Inotera) are
the most competitive DRAM makers on the island," said Felix Hsu, an
analyst at Masterlink Securities Corp.
If chip prices continue to rise at the current pace or even
faster, Nanya and Inotera may return to profit as soon as the first
quarter of 2010, Hsu said.
Nanya and Inotera reiterated they will make a joint application
for investment from the Taiwan government, but both companies
declined to provide a timeframe or disclose further details.
The Taiwan government said late last month that it plans to
invest in one more local DRAM company apart from government-funded
Taiwan Memory Co., to make the island's DRAM sector more
competitive.
-By Jessie Ho and Lorraine Luk, Dow Jones Newswires; 88622
502-2557; jessie.ho@dowjones.com