DRAM maker Nanya Technology has reported revenues for February 2010 declined 12% sequentially to NT$4.14 billion (US$129 million), attributing the drop to fewer working days. Inotera Memories, a joint venture between Nanya and Micron Technology, saw February sales increase 16% on month.
Despite the sequential drop, Nanya's February 2010 revenues represent a 113% jump compared to one year ago. Accumulated revenues for the first two months of the year amounted to NT$8.86 billion, up 124% from 2009.
Nanya has said it is going through a process transition, thus output for the ongoing first quarter may remain similar to the level in the fourth quarter of 2009. Nanya expects to process more than 30,000 wafer starts a month on 50nm at its 12-inch fab starting in the second quarter of 2010.
Inotera managed a sequential growth in February revenues despite fewer working days in the month. Revenues for February 2010 were NT$3.36 billion, representing a growth of 47% compared to NT$2.29 billion a year earlier.
Inotera has said it expects to obtain certification for its 50nm production process by the end of the first quarter, and will start allocating its capacity to 50nm 2Gb DDR3 chips starting in the second quarter. The company is scheduled to convert all of its chip production (130,000 wafers per month) to 50nm in the fourth quarter.
Inotera now processes 100,000 70nm-made wafers per month, whereas Nanya produces 30,000 wafers a month on 68nm.