Taiwan LED plant in March gradually return to the performance of temperature, favored by the LED ethnic groups

The Taiwan stock market only after the election day quotes, April 1st volume fell below 8500 points; fortunately in U.S. stocks rose, Asian stocks strong performance, 2 Taiwan valley also saw strong rebound momentum. LED plant performance in March is expected to gradually back to temperature, including the new century, canyuan, I-Chiun, and Baihong several vendors have a chance to record high. LED group of people at the end of the corporate income is recommended to 100 million light (2393), and the wave of a strong round () for the LED population index. The current situation of LED plant revenue recovery, non mobile phone manufacturers as the main application of the recovery is better. But this year, LED demand is still booming, the end of the value of the size of the needs of the panel, as well as to enhance the permeability of the NB panel. Even if the short-term performance of LED plant is expected to rise, but the impact of exchange rate losses affect the situation of gross margin.

Class DRAM shares, cooperation and development of New South micron, DRAM technology, optical technology will set up a concern. The future is not optimistic about the development of jimengda. Joachim Da pulled out of the DRAM market, it will be one of the DRAM industry in the Lido, may pay attention to the park, Hua subfamily, Winbond, Powerchip, promos and subsequent performance.

Source: LEDinside