The DRAM market conditions have continued to be steady, and the memory seal factory Fuxin Branch, East China has swallowed the meditation pill.

In 2018, the memory industry’s recovery strength continued to be strong. Despite flash memory, including NAND Flash, etc., as the process conversion yield increased, the supply side continued to increase, causing prices to fall. However, DRAM market conditions continued to be robust, and memory companies were optimistic about market visibility in the third quarter. All are still clear, and the second half of the international large-scale expansion plan is already in anticipation. Basically, the memory industry will still be healthy this year. For the latter part of the packaging and testing industry, Flash-based packaging and testing is expected to increase as prices fall. In terms of quantity, In addition, DRAM packaging and testing plant orders are full of hands, which in turn is supported by groups such as South Asia Branch, Winbond Power Group, Fudong Branch, East China, operation is expected to fully swallow the Dingxin Pill.

In fact, this year's DRAM and Flash price trends are almost certain. Familiar with the memory industry, NAND Flash has seen a significant increase in NAND supply as 2D to 3D process yields improved. Prices in the second quarter continued to be revised. It is estimated that the third quarter will have a chance to rebound. For the packaging and testing industry, the shortage of memory chips last year made it difficult for some medium-sized manufacturers of sealed packaging and testing to be incapable of rice production. The expansion of production capacity cannot effectively fill up. This year's NAND Flash supply and demand tension has slowed down, which is helpful for companies such as Huatai Electronics. The improvement of operators' operations, consumption, and penetration rate of SSDs (solid-state hard disks) for enterprises will also help NAND Flash-cap measurements continue to increase.

For memory and packaging industry analysts, niche DRAMs and standard DRAM packaging and testing orders are expected to remain stable in the first half of the year. For example, the leading manufacturer of packaging and testing plants has achieved visibility in the third quarter, and it is clear that DRAM supply and demand will be visible. Staying positive, Xi'an's production capacity is fully loaded, and the DRAM used for drawing is stable. In the first quarter, the amount of energy can be greatly increased. It is expected to reach a peak in the second to third quarters, which is conducive to flip chip packaging orders. Multiply. The number of mobile DRAMs in the 2nd to 3rd quarter will continue to increase. The data center, server DRAM demand will continue to increase, and the availability of wafers will help the sealing and inspection plant to take orders. Consumer DRAM demand also grows with high resolution. Degree 4K, 8K flat-panel TV is the trend, the amount of use increased significantly.

For upstream players, Flash's temporary price drop is inevitable. However, DRAM prices are still expected to maintain a stable pattern. We can receive the group's large-scale Fukang Branch, East China, etc., and it is confident of the business outlook. It is the same with South Asia Branch. For the Formosa Group's Fortune Group, cumulative revenue for the first quarter came to NT$2.048 billion, gross profit margin was 19.02%, consolidated after-tax profit was 282 million yuan, annual growth rate was 23.05%, and EPS came to approximately RMB 0.64. .

Those familiar with the memory industry indicated that South Asia Branch's 20-nanometer manufacturing process will bring significant bit growth and the price will continue to rise. The first-quarter revenue has increased by 15% in the quarter, and it is estimated that sales of 20-nm products will account for 60% of total revenue. In the second quarter, the number of sales per unit of sales rose by 10%, while the sales per unit of sales in the previous year were challenges of 48%, and the original forecast was revised to 45%. For the higher degree of mastery of the orders of the own group, the order shipments will increase.

In the first quarter, Winbond maintained high prices in DRAM and NAND Flash. The net profit attributable to the parent company in the single quarter was 1.572 billion yuan, EPS 0.4 yuan. The market is optimistic about the second quarter of the memory market is still good, mainly still DRAM supply and demand are still tight, East China In addition to the Group's orders from WPT Group, it also received orders for niche DRAMs such as South Asia Branch and Micron. The market estimates that this year will benefit from the strong orders received from Taiwan's DRAM manufacturers. East China is also able to become a packaging and testing industry. One of the more performant and strong performers.