Nanya Technology — Investor Conference March 2004

7 slides from Nanya Technology's conference presentation, Mar 2, 2004

Slide 1: Congratulations to Mr. Charles Kau
Congratulations to Mr. Charles Kau who has been promoted to be the president of Inotera Memories, Inc. Technology Page 1 Mar 02, 2004
Slide 2: Nanya Technology Corporation Investor Conference
Nanya Technology Corporation A Member of Formosa Plastics Group Investor Conference Dr. Pai Pei Lin VP & Spokesman March 2, 2004 Technology Page 2 Please visit our web site www.nanya.com to down load the file Mar 02, 2004
Slide 3: Agenda
AGENDA q Revenue Update q Sales Breakdown q Results Recap q Q&A Technology Page 3 Mar 02, 2004
Slide 4: 2004 Revenue Update (NT$Million)
2004 Revenue Update (NT$Million) 3,000 2,758 2,605 2,500 % UP 6 2,000 1,500 1,000 500 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Technology Page 4 Mar 02, 2004
Slide 5: Sales Breakdown by Region Feb. (Jan.)
Sales Breakdown by Region Feb. (Jan.) USA 19% (22%) Taiwan 37% (33%) China/HK 16% (11%) Ap Europe 4% (4%) Japan/ 17% (19%) Korea 7% (11%) Technology Page 5 Mar 02, 2004
Slide 6: Sales Breakdown by Application Feb. (Jan.)
Sales Breakdown by Application Feb. (Jan.) Upgrade Modules 15% (7%) Graphics& Consumer 18% (12%) Server&WS Desktop 2% (2%) 52% (66%) Portable 13% (13%) Technology Page 6 Mar 02, 2004
Slide 7: Results Recap
Results Recap Price ASP 5~10% increase M-to-M in Feb. Shipment Nearly flat M-to-M in Feb. Inventory Nanya inventory level under 10-day Please visit our web site www.nanya.com to down load the file Technology Page 7 Mar 02, 2004