Stable DDR2 contract price in 1H of Dec, says DRAMeXchange

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2006-12-05 18:19

Taiwan--(뉴스와이어)--Month-end financial pressure has eased in the spot market, and the DDR2 spot price has begun to show a rebound.DDR2 contract prices in the 1H of Dec has remained relatively stable, according to market research firm DRAMeXchange. As some DRAM makers still have bottlenecks in the 90nm manufacturing process, the sufficiency gap is still tight accordingly.

Last week, DDR2 eTT spot price saw a bigger fluctuation, which was mainly caused by the fact that various brokers and module makers were busy trying to attain their month-end financial results. The inventory clear out at the end of November rendered the price of DDR2 eTT to drop as low as $5.35. Prices have gone up a bit to $5.5 in the beginning of December. Amid the shortage of branded DDR2 in the contract market, their supply to the spot market has been limited. Therefore, prices for DDR2 512Mb 667MHz merely experienced a slight increase of 3.4% to $6.45.

There is small demand for DDR chips in the spot market in general. The prices continue to descend, as shown by the 1~2% drop in last week¡¦s quote. The price gap with DDR2 is approximately 15%. Meanwhile, some brokers are unwilling to increase DDR2 inventory levels for the Christmas holidays. DRAMeXchange says the demand should grow more evidently, once the holiday vacation is over.

The DDR2 contract price in December remains quite stable. Module prices for DDR2 512MB 533MHz are approximately $49 to $51. Except for rush orders that spurred the contract price for DDR2 512MB 667MHz to reach $55, the majority are above $50. Despite the weak demand anticipated for the 2H of Dec, the contract price for December should still be relatively stable, as the supply from some DRAM makers remains unstable. DDR contract price may see a 5% drop, in the wake of minimal demand from PC OEM makers.

For 1Q, 2007, the launch of Windows Vista will create an increased DRAM requirement. Coupled by the fact the some PC OEM makers have signed long-term agreements; the contract price for Q1 should perform better than during the slow season, according to the firm.

웹사이트: http://www.DRAMeXchange.com