Nanya Technology Corporation · TWSE:2408

Nanya Technology — Investor Conference (December 2003)

9 slides from Nanya Technology's conference presentation, Dec 10, 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 Dec. 10, 2003 1

  2. Slide 2: Table of Contents

    NANYA T ECHNOLOGY CORPORATION Table of Contents qRevenue Update qResults Recap qSales by Application & Region qMarket Status qECB Offering Update qInotera Status Update Dec. 10, 2003 2

  3. Slide 3: Revenue Update

    NANYA T ECHNOLOGY CORPORATION Revenue Update NT$Million 2,870 2,817 2,760 3,000 2,632 2,675 2,500 2,239 2,189 2,337 1,935 2.0% 2,000 1,656 1,591 1,500 1,000 500 0 Jan. Feb. Mar. Apr. May June July Aug. Sep. Oct. Nov. Dec. 10, 2003 3

  4. Slide 4: Results Recap

    NANYA T ECHNOLOGY CORPORATION Results Recap qPrice §ASP 8.4% decrease M-to-M in Nov. qShipment §6.8% increase M-to-M in Nov. qInventory §Nanya inventory level unchanged Dec. 10, 2003 4

  5. Slide 5: Sales by Application

    NANYA T ECHNOLOGY CORPORATION Sales by Application Nov. (Oct.) Desktop (66%) 69% Portable 12% (15%) Server & WS 3% (3%) Graphics & Consumer 11% (9%) Upgrade Module 5% (7%) Dec. 10, 2003 5

  6. Slide 6: Sales by Region

    NANYA T ECHNOLOGY CORPORATION Sales by Region Nov. (Oct.) USA 23.9% (31.0%) China/HK Taiwan 13.8% (8.5%) (27.0%) 30.3% Europe AP Japan/Korea 16.9% (24.5%) 6.1% (2.8%) 9.0% (6.2%) Dec. 10, 2003 6

  7. Slide 7: Market Status

    NANYA T ECHNOLOGY CORPORATION Market Status qContract market §Demand stable §Price slightly down §The price gap between contract and spot market reduced qSpot market §Demand uncertain §Price down Dec. 10, 2003 7

  8. Slide 8: ECB Offering Update

    NANYA T ECHNOLOGY CORPORATION ECB Offering Update qApplication status §Applied for SFC approval qECB amount §USD$220M qPurpose §Inotera investment Dec. 10, 2003 8

  9. Slide 9: Inotera Status Update

    NANYA T ECHNOLOGY CORPORATION Inotera Status Update Capacity ramping up Volume production to 24K/month First wafer-out Start Pilot run Equipment move in and installation Q4'03 Q1'04 Q2'04 Q3'04 Q4'04 Note: Equipment move in on schedule for Dec. 15 Dec. 10, 2003 9

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