Nanya Technology — 2006 March Investor Conference

7 slides from Nanya Technology's conference presentation, Mar 10, 2006

Slide 1: Dr. Pei-Lin Pai, VP & Spokesman, Mar. 10th, 2006
Dr. Pei-Lin Pai, VP & Spokesman Mar. 10th, 2006
Slide 2: Agenda
Agenda - Feb.’06 Revenue Update ¢ Feb.‘06 Results Recap ¢ DRAM Market Outlook - Q&A
Slide 3: Monthly revenue NT$ Million 2005 vs 2006
% NT$Million 2005 2006 6,000 4,840 5,000 4,561 4,000 3,000 2,000 1,000 0 1 2 3 4 5 6 7 8 9 10 11 12
Slide 4: February 2006 results recap
’ • 29.8% increase Feb’06 over Feb’05 • 6.1% increase month over month in February • No impact from foreign exchange • Blended ASP rose 6% in February • 1% increase month over month in February • Nanya inventory level within 2 weeks
Slide 5: DRAM market outlook: DDR2 demand remains strong
! " ! • DDR2 demand remains strong in contract market • PC shipment is in line with seasonality • Non-PC market, such as game consoles and mobile applications, starts to consume more DRAM • DDR2 supply increases from most DRAM suppliers • Capacity conversion from FLASH to DDR2 still limited • DDR2 c
Slide 6: Taishan, Taiwan new fab details
&'( ' ))* Location : Taishan, Taiwan Total Area : 4.9 hectare Schedule : Ground breaking in Mar 15, 2006. Production in 4Q07 Target Capacity : 24,000 WSPM (Phase 1) Max. Capacity : 62,000 WSPM Technology : 70nm/60nm Product : DRAM
Slide 7: Q&A
Q&A