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Technology Stocks : Micron Only Forum
MU 237.94-0.2%Nov 7 9:30 AM EST

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To: Skeeter Bug who wrote (53673)10/17/2002 10:03:20 AM
From: shrinks  Read Replies (1) of 53903
 
Skeeter,

Its interesting that even the MU Bulls dont talk much about
MU being the low cost producer anymore, of course it is hard too do that with a straight face when Sammy and now Nanya are profitable and MU still losing many $$

Nanya posts slim profit for 3Q
Andrea Cheng, Taipei; Chou Hua-hsin, DigiTimes.com [Wednesday 16 October 2002]

Nanya Technology reported a slim pre-tax profit of NT$550 million on revenues of NT$7.88 billion for the third quarter, after posting losses in the previous quarter


And in addition to being profitable here comes more supply:

Also, Nanya has finally shifted the whole of its capacity at Fab 2 to 0.14-micron technology this quarter. Nanya attributed the delay to a longer verification period by OEMs for products manufactured on 0.14-micron technology.

According to sources in the DRAM market, Nanya has moved to 0.14-micron technology because the yield rate at this node has surpassed that of its 0.175-micron node.

Nanya’s Fab 1 has also shifted 50% of capacity to 0.14-micron technology, and expects to convert the rest to the node in the first quarter of 2003.
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