Macronix September revenues up on-month, but Winbond down

Non-DRAM specialists Macronix International and Winbond Electronics have posted mixed revenue results for September 2010.
Macronix generated revenues of NT$3 billion (US$97 million) in September, the company's highest monthly level so far in 2010. The figure showed 11.2% growth on month, but a 10.3% decline from a year earlier.
Macronix accumulated NT$22.05 billion in revenues from January to September, up 16.3% from the same period of 2009.
Macronix was quoted in previous reports saying a pickup in demand for mask ROM used in games consoles would minimize the impact of a recent slowdown in demand for NOR flash chips.
Macronix makes NOR flash and mask ROM chips. The former accounted for 68% of the company's total revenues in the second quarter, and the latter made up the remainder.
Winbond announced revenues for September slid 9% sequentially to NT$2.66 billion. But the figure on an annual basis showed a 40.4% rise, compared to the NT$1.89 billion registered in September 2009.
Including sales generated by logic IC subsidiary Nuvoton Technology, Winbond collected NT$3.32 billion in consolidated revenues in September, down 8.9% on month but up 29% on year.
Winbond is sticking to its product diversification strategy. Sales of Winbond's non-DRAM products including NOR flash, specialty DRAM, mobile RAM and GDDR chips, accounted for a combined 98% share of the company's total revenues in the second quarter, compared to 90% in the first quarter and 75% in fourth-quarter 2009.