According to Charles Kao, president of Inotera, the firm has been increasing the speed of production for its 30nm process technology. The firm believes that thanks to falling production costs on the 30nm process and a slight increase of DRAM prices, revenues in the second quarter are likely to outperform revenues in the first. Inotera targets 40,000 wafers for its 30nm process for mid-2012.
Taiwan-based DRAM firms Nanya and Inotera were able to reduce losses in first-quarter 2012. Combined net losses were NT$14.844 billion (US$503 million). Inotera's first-quarter 2012 revenues were NT$7.925 billion with net losses reaching NT$4.452 billion.
Taiwan's electricity prices are set to increase, Inotera believes this will increase monthly costs by NT$40 million, less than 1% of total costs.
Kao added that by fourth-quarter 2011, server-use DRAM shipments accounted for 8% of total shipments and this figure has grown to 20% in first-quarter 2012.