DRAM 南亞科華邦電帶勁
Date: 2018-03-05
News Type:
市調機構集邦科技調查，智能型手機銷售不如預期，本季行動式內存合約價漲幅收斂至3%，但第2季重啟拉貨動能，價格仍會續漲。工研院產業經濟與趨勢研究中心（IEK）也認為，今年DRAM仍是價量齊揚，預估今年全球DRAM產值約再逾二成，續創新高，平均單價將再漲三成。
法人預期，今年內存產業仍維持健康穩健，主要指標廠台廠包括南亞科、華邦電和晶豪科等，仍將繳出不錯成績。
由於今年DRAM市況優於儲存型閃存（NAND Flash），讓以DRAM為主的南亞科成為法人關注焦點。
南亞科20奈米去年底每月投片量達3.8萬片最高設計產能，加計30奈米3萬片產能，合計單月投片量6.8萬片，今年預估位銷售量年增45% ，20奈米8Gb DDR4產品已於去年12月量產出貨，預料本季通過服務器廠認證，下季開始出貨，對南亞科產品組合優化再添助力。 (新聞來源: 經濟日報)
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