Lu Chao-chun: Semiconductor Industry Output to Challenge US$1.4 Trillion This Year, Memory Continues to Heat Up

(Central News Agency reporter Chang Chien-chung, Taipei, 12th) Lu Chao-chun, chairman of memory manufacturer Etron Technology, said today that the semiconductor industry's output value is expected to challenge US$1.4 trillion this year, with dynamic random-access memory (DRAM) and NAND Flash contributing half of that value. The strong momentum in memory is expected to continue until mid-next year; Etron Technology's order visibility has already reached the first half of next year.

Etron Technology held a media briefing today. Lu Chao-chun said that artificial intelligence (AI) is driving a structural change in memory supply and demand. Currently, DRAM prices are rising by 10% to 20% month-on-month, having recovered to a reasonable level. Prices are expected to continue climbing and will tend to saturate in the third quarter.

Lu Chao-chun stated that DRAM output value is expected to reach US$560 billion this year. Including NAND Flash, the total memory output value this year will be approximately US$700 billion to US$800 billion; the total output value of the semiconductor industry this year will reach US$1.4 trillion.

Etron Technology benefited from rising memory prices in the first quarter of this year, with net profit attributable to the parent company reaching NT$614 million, outperforming the NT$198 million loss in the same period last year, with earnings per share of NT$1.88. Lu Chao-chun said that Etron Technology's order visibility has already reached the first half of next year. (Editor: Chang Liang-chih) 1150512

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