Nanya expects the ASP of DDR2
to increase 10% in March. ECS and MSI see a 40% year to year growth
in February in motherboard output, Asus and Gigabyte only see about 15%. CMC
and Ritek unexpectedly
report revenues growing in February.
CMC Magnetics and Ritek, the top two makers of optical discs in Taiwan,
reported February revenues growing on month 11.3% and 3.24%, respectively. The
result is in direct contrast to earlier predictions of about a 10% drop made
by institutional investors in the local bourse.