Nanya Technology Corporation · TWSE:2408

Nanya Technology — Investor Conference (October 2003)

9 slides from Nanya Technology's conference presentation, Oct 13, 2003

  1. Slide 1: Nanya Technology Corp. Investor Conference

    NANYA T ECHNOLOGY CORPORATION Nanya Technology Corp. A Member of Formosa Plastics Group Investor Conference Charles Kau EVP & Spokesman Please visit our web site www.nanya.com to down load the file Oct. 13, 2003 1

  2. Slide 2: Table of Contents

    NANYA T ECHNOLOGY CORPORATION Table of Contents qRevenue Update q2003 1Q~3Q Income Statement qComments on 3Q Income Statement qRecap of Major Events in 3Q qMarket Outlook qCapital Expenditure Plan qInotera Status Update Oct. 13, 2003 2

  3. Slide 3: Revenue Update

    NANYA T ECHNOLOGY CORPORATION Revenue Update NT$Million 2,870 3,000 2,632 2,675 7% 2,500 2,239 2,189 2,337 1,935 2,000 1,656 1,591 1,500 1,000 500 0 Jan. Feb. Mar. Apr. May June July Aug. Sep. Oct. 13, 2003 3

  4. Slide 4: 2003 1Q~3Q Income Statement

    NANYA T ECHNOLOGY CORPORATION 2003 1Q~3Q Income Statement 1Q'03 1Q'03 2Q'03 2Q'03 3Q'03 3Q'03 1Q'03~3Q'03 1Q'03~3Q'03 Amount: Amount: million million NT$ NT$ Audited Audited Audited Audited (Unaudited) (Unaudited) (Unaudited) (Unaudited) Net Net Sales Sales 5,829 5,829 100% 100% 6,117 6,117 100% 100

  5. Slide 5: Comments on 3Q Income Statement

    NANYA T ECHNOLOGY CORPORATION Comments on 3Q Income Statement q3Q gross margin:22%, 2Q gross margin:7%, 15% up QoQ q11% R&D expense in 3Q'03 vs. 7% R&D expense in Q3'02, an increase of NT$374M qAn increase of 5.4% on cost of goods sold(NT$320M) qLoss on foreign exchange(NT$160M) qLoss on Inotera inv

  6. Slide 6: Recap of Major Events in 3Q

    NANYA T ECHNOLOGY CORPORATION Recap of Major Events in 3Q q110nm development on schedule; 10% wafer-input in 4Q qQuarterly bit growth: §9% in Q3, 16% expected in Q4(Q2 estimate: 15% in Q3, 8% in Q4) qInventory level up slightly to 10 days from 8 days in the end of Sep. due to customer quarter end ef

  7. Slide 7: Market Outlook

    NANYA T ECHNOLOGY CORPORATION Market Outlook Price qFlat in 1H/Oct., to move up steadily from 2H of Oct. Supply Side qBit growth mostly from limited expansion qTechnology transition yet to happen qAbundant 300mm supply not expected until 2H'04 qPart of DRAM capacity moving to Flash qContract supply

  8. Slide 8: Capital Expenditure Plan

    NANYA T ECHNOLOGY CORPORATION Capital Expenditure Plan Year 2003 2004 Company NTC US$333M TBD Inotera US$413M US$882M (24k) Source: Company data Oct. 13, 2003 8

  9. Slide 9: Inotera Status Update

    NANYA T ECHNOLOGY CORPORATION Inotera Status Update Capacity ramping up Volume production to 24K/month available First wafer-out Pilot run start Equipment to move in and install Q4'03 Q1'04 Q2'04 Q3'04 Q4'04 Technology: § Beginning from 110nm node in Q1’04 § Rapid transition to 90nm process technolo

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