DRAM Contract Price to Sustain Growth through Oct, said DRAMeXchange

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2006-09-20 08:36

Taiwan--(뉴스와이어)--Disregard the slowing down price uptick of DDR2 trend at the spot market. The recent price swell has now whittled down procurement interest among downstream players. The entire market is likely to source for the pre-stocked low-priced inventory in near term. While the upward trend slows down at the spot market, the upward strength at contract market is likely to persist through Oct.

eTT (UTT) DDR2 had once spurred prices to US$7.17. The rocket price later being weakens after the price rally. DDR2 512Mb 64Mbx8 667MHz was closed at US$6.77 today while the same-density DDR 64Mbx8 400MHz enjoyed a sequential gain of 1-2% and closed at US$6.36 on persistent demand.

DRAMeXchange believes that they are likely to utilize the upcoming 1-2 weeks¡¦ time to consume this batch of pre-stocked inventory prior to new consumption. Spot price should depend much on the acceptance of price up and any possible upgrade demand should still spur prices up further.

Negotiation of Contract price for 2HSep is still underway. However, both suppliers and buyers have reached the consensus that DDR2 price should continue trending upward. DRAMeXchange estimates the sequential growth will fall in range of 3-5% with DDR2 512MB 667MHz price believed to exceed US$45. Furthermore, DRAMeXchange reveals that contract prices should stay strong in Oct, thanks to the anticipated shipment peak of PC during Oct and Nov. DRAM makers are very likely to sustain the price momentum in 1HOct as well.

However, as DRAM content per box has been keep rising recently, no critical price up will be seen in near future

NAND Flash price and transaction volume trend divergently

Since those chief suppliers will only release their stocks to key customers in Sep, downstream players who are forced to source from spot market. It supplies positive elements for the upward trend. As the continual reduction of SLC NAND Flash supply, somehow, the demands are still there. Meanwhile, the recent boost in SLC prices thus also stimulates MLC NAND Flash price trend up. DRAMeXchange believes that price trend will crystallize after the contract price announcement soon.

Reviewing the spot market trend last week, transaction of NAND Flash kept buoyant during Sep 11-14 with high-density chips (4Gb and above) enjoyed higher growth- a clear indication to testify high-density parts as the red-hot items. Of which, the shortage of 16Gb spurred corresponding price up in a faster pace. Transaction recessed on Sep 15 after some suppliers reduce their quotes to stimulate sales. Price rally was observed and overall prices were dragged down after marketers being discouraged by the price fluctuation.

About DRAMeXchange

DRAMeXchange is a global primary provider of future intelligences, in-depth analysis reports and advisory services on DRAM and Flash memory industry with coverage including current business, spot trading prices, and market trends, capital spending and wafer capacity trends, the impact of DRAM/flash memory products on the market, and other relevant PC industry information.

Founded in 2000, DRAMeXchange serves more than 48000 clients, including high level company officers, procurement salespersons as well as technology firms and investment community. DRAMeXchange supports IT industry executives, memory related companies, and the investment communities to make fact-based decisions on memory purchases and deploy business strategy. Information about DRAMEXCHANGE and its researches can be found at www.DRAMeXchange.com.

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