TOP 10 Customers
ELITE -20%, ILITEK-55%,NOVATEK-17%, WINDBOND-6%,MACRONIX-19% and RAYDIUM-14%
KYEC-9%,,CHIPBOND-16%,SPIL-8%,ASX-13% and IMOS down 6.7%.
This is the second month in a row with IMOS having the lowest % drop. One reason that I could see is that MICRON has been loading much more orders with IMOS. Remember all companies were closed a week for the Lunar New Year. March should explosive for most.
Simless, are you just nuts or are you a miss guided robot? I though I heard it all with infernal,Steverless,temtyless, the nut that is up to update 26 AKA Rodminless, Saridinyless and all the rest of the wack jobs out there that post,but you are now the number 1 fruit cake. What could possibly drive someone to post garbage all day long? I gotta think one of these days you will taken away in a straight jacket. By the way you are not annoying anyone if that's what you think because most of us have you on ignore. I just happened to open up another link and to my surprise you were still hanging out here with the rest of the guys.
Good tally. Also, 27.3% fewer working days in February than in January for Taiwan, and as Zoom said in another thread no doubt the low of the year. There was a news story about tight supply in LCD drivers for March and April recently, and we all know DRAM is going nuts.