Powerchip (PSMC) is back in the DRAM game in a big way at 50% of 2nd quarter revenue, media report, while Q3 started off with a bang as strong demand prompted a 45% price hike for July DRAM wafer starts.
-Q2 revenue +53% year-on-year to NT$17.3 billion (US$537M)-Net profit NT$3.3 billion-Capex seen US$488 million this year-Key products: DRAM, Flash memory (SLC NAND & NOR), silicon capacitors used in optical communications modules, silicon interposer, PSMC’s PWF (processor-with-flash partnership with Micron) -PSMC is moving equipment to Hsinchu from its Tungluo fab, which was purchased by Micron.Source: Dan Nystedt
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