Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (1055)	5/7/2014 10:10:59 AM
From: Kirk ©	Read Replies (1) \| Respond to of 26764

Now I have to look up Inotera and see if they increased CapX spending... Inotera sees revenues up over 120% during January-April 2014 Josephine Lien, Taipei; Steve Shen, DIGITIMES [Wednesday 7 May 2014] digitimes.com Memory chipmaker Inotera Memories has reported revenues of NT$6.46 billion (US$214.53 million) for April, down 7.5% sequentially, but up 87.6% on year. For the first four months of 2014, revenues amounted to NT$26.69 billion, increasing 121% from a year earlier. Despite the sequential revenue decline posted in April, industry sources expect Inotera to continue to scoop up strong revenue and profit gains in the second and third quarters of 2014 since the supply of memory chips has been tight, and prices of DRAM parts also remain stable. Inotera posted net profits of NT$11.25 billion or NT$1.85 per share in the first quarter of 2014. The company will begin trial production of 20nm chips at the end of the second quarter, focusing on high-priced, high-performance chips as well as next-generation DDR4 memory chips.