Taiwan's top 4 DRAM manufacturers lost 38.5 billion yuan in the first half of the year

Powerchip announced the first half of the financial report on the 30th, net loss of 8.599 billion yuan after tax, net loss of 3.88 yuan per share, compared with the same period last year to expand; plus three companies in the first half of Nanke, Inako, Ruijing, etc. are also at a loss In the first half of the year, all four DRAM manufacturers in Taiwan had accumulated losses of 38.5 billion yuan, an increase of 32.7% over the same period of last year.

Powerchip has gradually transformed its wafer foundry to lower the proportion of standard storage. The net loss after tax in the second quarter was 3.039 billion yuan, which was lower than the net tax loss after the taxation of the first quarter of 5.56 billion yuan, reflecting the gradual fermentation of transformation benefits, but due to the company The capital reduction resulted in a shrinking share capital. The net loss after tax per share in the second quarter was 2.88 yuan, far more than the net loss of 1 yuan per share in the first quarter. In the first half of the year, the net loss after tax was 8.599 billion yuan, and the net loss per share was 3.88 yuan.

Elpida also announced its first-half report earlier this year. Even though Elpida filed for bankruptcy protection, Rui Jing changed cash transactions, but it still lost DRAM prices. In the first half of the year, the net loss after tax was 5.473 billion yuan. The net loss per share was 1.86 yuan.

Formosa Plastics Group's South Branch and China Asia Branch, the first half of a total loss of 24.435 billion yuan. Among them, Nanke suffered a net loss of 17.007 billion yuan after-tax in the first half of the year, and a net loss of 1.15 yuan per share. In the first half of the year, China Central Bank suffered a net loss of 7.428 billion yuan, and a net loss of 1.45 yuan per share.

In the first half of this year, the amount of losses of four DRAM factories in Taiwan reached 38.507 billion yuan, a loss of 28.994 billion yuan over the same period of last year, thanks to 9.513 billion yuan, an increase of 32.7%. Compared with last year, Ruijing also maintained profitability for the first half of the year. A total of 4 DRAM factories only suffered a loss of 28.994 billion yuan. This year, the market conditions of 4 DRAMs in Taiwan were worse than last year, with a loss of 9.513 billion yuan, an increase of 32.7%.

For DRAM market conditions in the second half of the year, as the contract price in August continued to fall, the state expects a drop of more than 8%, and personal computer demand is still weak, which is still not conducive to DRAM to reverse losses.

However, Formosa Four, including Formosa Plastics, South Asia, Taiwan Chemicals, and Formosa Plastics, have refinanced nearly RMB 30 billion in loan funds to Nanke. Nanke also announced that it will not withdraw from the memory market, but will We will upgrade the consumer electronics memory business and reduce the proportion of standard DRAMs. We hope to reduce losses within one year.