Windows Vista刺激内存芯片市场需求

　　Vista之家 译自：台湾第三大内存芯片厂商，ProMOS (茂德科技）3月28日发表言论称，Windows Vista操作系统将大大促进内存芯片的需求。

　　年初以来，作为个人电脑必备的组件，DRAM（动态随机存取记忆体）的价格就在一路下滑，幅度达到45%，主要是供过于求。市场饱和和竞争所致。

　　但是，茂德说，我们仍然能在前3个月保持盈利。

　　茂德科技的主席陈民良说：只要内存单位价格保持在3美金，也就是99台币左右，我们就能很好的生存下去，昨天，根据市场调研公司DRAMeXchanged的情报显示，内存价格又降了1.3%，平均报价在2.86美金。陈民良相信第二个季度，就到价格的谷底了，3-4季度是收获的季节。因为，Windows Vista毕将大大促进内存的需求。

　　Vista之家（www.vista123.com）所译英文原文如下：

　　Vista will spur memory-chip recovery: ProMOS

　　By Lisa Wang
　　STAFF REPORTER
　　Thursday, Mar 29, 2007, Page 12

　　Advertising ProMOS Technologies Inc (茂德科技), the nation's No. 3 maker of computer memory chips, said yesterday that the company's operations would recover in the third quarter on growing demand for computers that are outfitted with Microsoft's Vista operating system after hitting the bottom next quarter.
　　Since the beginning of the year, prices of dynamic random access memory (DRAM) chips, which are mostly used in computers, have plunged more than 45 percent to approach most chipmakers' costs because of a market glut.

　　ProMOS, however, said it would remain profitable for the first three months.

　　"We will be able to survive if the chip price hovers at US$3 [NT$99] per unit," ProMOS chairman Chen Min-liang (陳民良) said.

　　The benchmark DRAM chip spot price dropped another 1.3 percent yesterday to average US$2.86, according to market researcher DRAMeXchange.

　　"We believe the second quarter will be the bottom ? We are positive about the third and fourth quarters," Chen said. "We believe Vista will spur demand."

　　ProMOS raised its capital spending yesterday to between US$1.5 and US$1.6 billion from the US$1.2 billion originally planned for this year.

　　The chipmaker also said that it would start pilot production at its US$365 million plant located in Chongqing, Sichuan Province, in the first quarter of next year, three months earlier than originally planned.

　　The Chinese plant would produce 20,000 wafers a month in the first stage -- mostly for Chinese customers -- to make chips used in small liquid-crystal-display (LCD) panels.

　　ProMOS shares declined 1.24 percent to NT$11.95 yesterday while the benchmark TAIEX index lost 0.73 percent. The stock share price of ProMOS' parent company, Mosel Vitelic Inc (茂矽), advanced 4.41 percent to NT$35.5.

　　Mosel said yesterday it was phasing out of the volatile DRAM market and shifting its focus to the higher-margin silicon solar wafer business, according to Jou Chung-shun (周崇勳), a Mosel vice president.

　　Mosel turned out its first silicon solar wafer this month, Jou said.

　　Mosel expects the output to be 30 megawatts for this full year.