TAIPEI, Taiwan - Winbond on last Friday, February 2 at a legal briefing session explained that supply and demand will remain stable for DRAM and Flash in 2018 and that there will be a trend towards health and upward movement in both markets. Winbond also stated that they will focus on the following three major products: niche DRAM, NOR Flash and SLC NAND.
Winbond President Tung-Yi, Chan stated that last year niche DRAM accounted for roughly 40% of their annual revenue; however, yearly revenue fell by approximately 8%. Mobile memory, on the other hand, grew by 5% and accounted for approximately 5% of Winbond's total revenue. Meanwhile, demand for NAND Flash grew significantly with yearly revenue increasing by 46% in 2017, and it accounted for 47% of the company's overall revenue.
Tung-Yi, Chan also pointed out that the situations in the DRAM and Flash markets currently continue to experience stability and they anticipate that in 2018 the market conditions for these two major memory products will remain healthy. As a result, demand remains high for Winbond's niche DRAM, NOR Flash, and SLC NAND.
In addition, Winbond also commented that in order to alleviate the current production capacity shortage problem, they will increase their capital expenditure to 18.5 billion yuan. This will increase the overall production capacity from an overall monthly capacity of 46,000 chips to an estimated 52,000 chips.
(TR/ Phil Sweeney)
