DRAMeXchange: Limited DRAM contract price fluctuation in 2HDec

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2006-12-12 18:01

Taiwan--(뉴스와이어)--DDR2 pricing maintains static at the spot market during the week Dec5-11 where contract market should sustain its price stability in 2HDec amid concern of insufficient stock, according to DRAMeXchange.

Since branded DDR2 chips supply continues falling short of demand at sport market, limited available stocks at the marketplace spurred DDR2 512Mb 667MHz grew by a mild 0.6% sequentially to US$6.59 on Dec11. eTT (UTT) DDR2 chip prices, that showed rebounding price signs on Dec4, did not hold this upward trend due to declining transaction afterwards with final quotes maintained at us$5.80. Price for DDR 256Mb came relatively stable, thanks to reducing output and extending applications on consumer electronics (pls refer to Nov28 weekly dispatch). Currently prices of two individual DDR 256Mb chips are 16% higher than one single 512Mb part (Please find the attached file).

As Christmas is approaching, procurement prior to this seasonal festival had come to an end. Although DRAMeXchange observes demand reduces comparatively among PC OEMs, pricing should hold firm in 2HDec since PC OEMs are still aware of their inventory after experiencing the 90nm transition issues at some DRAM makers before. In light of the present inventory level has been reduced to below 10 days, PC OEMs start pre-stocking inventory in order to secure sufficient stock for 1H07 and this should provide a healthy environment for DRAM contract pricing in 2HDec.

Note that the recent DRAM shortage in the contract market is rare. From supply side of view, the previous 90nm transition issue at some DRAM makers has trim overall output. Demand grows at the meantime when the consumer version of new Microsoft OS Vista about to hit the shelves. Long term speaking, we anticipate the present shortage to be eased in 1H07 since PC OEMs have already started piling up inventory. Brisk DRAM outlook should persist through 1Q07 on healthy demand-supply environment.

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