Nanya Technology — June Investor Conference 2006

6 slides from Nanya Technology's conference presentation, Jun 5, 2006

Slide 1: Nanya Technology June Investor Conference
Nanya Technology June Investor Conference Dr. Pei-Lin Pai, VP & Spokesman Jun 5th, 2006 © 2006 Nanya Technology Corp. 1
Slide 2: Agenda
Agenda • May ’06 Revenue Update • May ‘06 Results Recap • DRAM Market Outlook • Q&A © 2006 Nanya Technology Corp. 2
Slide 3: May '06 Revenue Update
May ’06 Revenue Update NT$Million 2005 2006 7,000 5,751 5,736 6,000 5,464 4,840 5,000 4,561 4,000 3,000 2,000 1,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec © 2006 Nanya Technology Corp. 3
Slide 4: May '06 Results Recap
May ’06 Results Recap Revenue • Near record high in May • 75% increase Year-to-Year (May’06 vs. May’05) • Foreign exchange impact -2.5% Price • Blended ASP up 0.4% in May Shipment • 2.3% increase month over month in May Inventory • Nanya inventory level within 2 weeks © 2006 Nanya Technology
Slide 5: DRAM Market Outlook
DRAM Market Outlook Demand • Positive PC seasonality in 2H06, further fueled by CPU price competition. • DDR2 mainstream confirmed by AM2 introduction in May. • DRAM demand to increase in 2H06, due to more memory content per box for Vista-compatible systems. Supply • DDR1 supply reduced signific