Nanya Technology Corporation · TWSE:2408

Nanya Technology — 3Q 2004 Earnings Presentation

13 slides from Nanya Technology's earnings presentation, Oct 20, 2004

  1. Slide 1: Nanya Technology Corporation Investor Conference

    Nanya Technology Corporation A Member of Formosa Plastics Group Investor Conference Dr. Pei Lin Pai VP & Spokesman October 20th , 2004 October 20th , 2004 Page 1 © 2004 Nanya Technology Corp.

  2. Slide 2: Contents

    CONTENTS • September'04 Revenue • September’04 Results Recap • Quarterly Revenue Update • 3Q04 Income Statement • Recap of Major Events in 3Q04 • DDR2 Penetration Forecast • Nanya DDR2 Intel Validation Results • Inotera Status Update • DRAM Price Movement • WW DRAM Market Outlook October 20th , 2004

  3. Slide 3: October 20 th , 2004 Page 3 © 2004 Nanya Technology Corp.

    October 20th , 2004 Page 3 © 2004 Nanya Technology Corp.

  4. Slide 4: September Results Recap

    September Results Recap • Price - ASP 1% increase M-to-M in Sep. • Shipment - 4% increase M-to-M in Sep. • Inventory - Nanya inventory level under 10-day October 20th , 2004 Page 4 © 2004 Nanya Technology Corp.

  5. Slide 5: October 20 th , 2004 Page 5 © 2004 Nanya Technology Corp.

    October 20th , 2004 Page 5 © 2004 Nanya Technology Corp.

  6. Slide 6: 3Q04 Income Statement

    3Q04 Income Statement October 20th , 2004 Page 6 © 2004 Nanya Technology Corp.

  7. Slide 7: Recap of Major Events in 3Q04

    Recap of Major Events in 3Q04 • Quarterly growth - Revenue growth: 1% in 3Q04 - Bit growth: 8% in 3Q04; 30% in 4Q04 expected • Inventory level within 10 days • Price - 3Q04 ASP down 7% from 2Q04 • Gross margin - 38% in 3Q04 • 110nm technology - Majority capacity converted to 110nm technology • DDR2

  8. Slide 8: DDR2 Penetration Forecast

    DDR2 Penetration Forecast As of Major PC Suppliers’Demand 100% 80% 60% 40% 20% 0% 3Q04 4Q04 1Q05 2Q05 3Q05 4Q05 Source: Nanya Technology October 20th , 2004 Page 8 © 2004 Nanya Technology Corp.

  9. Slide 9: Nanya DDR2 Intel Validation Results

    Nanya DDR2 Intel Validation Results http://developer.intel.com/technology/memory/ddr/valid/ddr2_dram_results.htm The following Nanya DDR2 533/400 SDRAMs have passed supplier component--level validation: component Latency Part Number Speed Density Width CL-tRCD-tRP NT5TU32M16AF-37B 533 512Mb 16 4-4-4

  10. Slide 10: Inotera Status Update

    Inotera Status Update October 20th , 2004 Page 10 © 2004 Nanya Technology Corp.

  11. Slide 11: October 20 th , 2004 Page 11 © 2004 Nanya Technology Corp.

    October 20th , 2004 Page 11 © 2004 Nanya Technology Corp.

  12. Slide 12: WW DRAM Market Outlook

    WW DRAM Market Outlook Supply • 45% bit growth expected in 2004 (6.7% in 1Q04, 4.5% in 2Q04, 6% in 3Q04 source:Nanya) • New 300mm capacity/old 200mm converted to non-DRAM à Limited DRAM supply growth • DDR to DDR2 transition started • Continuously tight supply for 4Q04 contract market Demand • 512MB

  13. Slide 13: Q&A

    Q&A www. nanya.com October 20th , 2004 Page 13 © 2004 Nanya Technology Corp.

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