SHENZHEN – First-quarter DRAM revenue grew 6.9% sequentially to $9.3 billion, and higher demand is fueling shortage fears, says DRAMeXchange.

Market leader Samsung recorded $3 billion in revenue, up 9.1% sequentially. Samsung’s share slightly increased 0.6% to 32.3%. Hynix’s DRAM sales rose 6.8% to nearly $2 billion, followed by Elpida at $1.6 billion, down 3.7% sequentially.

Benefitting from price and a 17% sequential shipment enhancement, Micron recorded $1.3 billion in revenue, up 24% compared to the fourth quarter.

PSC’s revenue grew 8.3% to $442 million. PSC surpassed Nanya for the No.5 spot. Nanya recorded $425 million in revenue, down 14.4% sequentially.

Winbond announced first-quarter DRAM revenue of $174 million, up 4.8% sequentially, while ProMOS’s revenue grew 37.4%.

Korean vendors’ share increase 0.8% to 54.6%. Japanese vendors’ share declined 1.9% to 17.7%, and American vendors’ share increased 2% to 14.3%, given better-than-average sales growth. Taiwanese vendors’ share was down 0.9% to 13.4% as a result of Nanya’s revenue decline.

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