Nanya Technology — 2005 Investor Conference

7 slides from Nanya Technology's conference presentation, September 2005

Slide 2: Agenda
Agenda • Aug.’05 Revenue Update • Aug.’05 Sales by Region • Aug. ‘05 Results Recap • DRAM Market Outlook 2 © 2005 Nanya Technology Corp.
Slide 3: 2005 Revenue Update
2005 Revenue Update NT$Million 2004 2005 6,000 Record High! 5,030 5,000 4,432 3,730 3,952 4,000 3,557 3,529 3,279 3,154 3,000 2,000 1,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 3 © 2005 Nanya Technology Corp.
Slide 4: Aug 05 Sales by Region
Aug 05 Sales by Region Aug. (July) EMEA 22% (23%) JP US 3% (3%) 25% (28%) China/HK 29% (30%) TWN AP 15% (11%) 6% (6%) 4 © 2005 Nanya Technology Corp.
Slide 5: Aug 05 Results Recap
Aug 05 Results Recap Revenue 13.5% increase month to month in August Price ASP improved 6% in August Shipment 8% increase month to month in August Inventory Nanya inventory level remains stable 5 © 2005 Nanya Technology Corp.
Slide 6: DRAM Market Outlook
DRAM Market Outlook Demand – OEM demands remain strong – Replenishing demand emerges from channel – Limited supply of key components may pose uncertain impact on PC demand Supply – NAND flash continues to compete with DRAM for advanced capacity – Technology advancement and capacity expansion slower