DRAMeXchange projects DRAM contract prices to begin weakening after September

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2007-08-29 08:39

Taiwan--(뉴스와이어)--Demand in the DRAM spot market was sluggish last week, as prices continued to decline. The DDR2 512Mb 667MHz fell 6.9% to USD 1.9. In the DDR2 512Mb eTT segment, many module houses and channels remained hopeful of an upturn in the Europe market after September. As prices plunged to the USD 1.5 level, increased market speculation was seen, propping up prices to USD 1.8 on August 27th. Nevertheless, prices soon began to erode again, finally ending at roughly USD 1.57, down by 11.8%.

Spot market conditions have become a hindrance for further contract price increases this week. Currently, with PC shipments rising MoM, and PC OEM makers boosting the PC content per box, demand remains strong in the contract market. However, the huge spot price plunges has resulted in a price difference of more than 10% between the contract and spot prices in 2HAug . This has added pressure to DRAM makers in their contract price negotiations with relevant clients. DRAMeXchange projects that prices will begin to weaken after September. Thus, DRAM makers are striving to further bring down their costs by migrating to more advanced manufacturing processes. However, for players who are falling behind in the migration to the below 70nm process, they will be forced to bear higher costs.

About DRAMeXchange

DRAMeXchange is a global leading provider of market intelligence, in-depth analysis reports and consultant services on major electronics components. Our company consists of 2 major research divisions---DRAMeXchange and WitsView, which cover the DRAM, NAND Flash, PC and display research sectors. You can learn more about DRAMeXchange by visiting www.dramexchange.com.

In the year 2000, the company started to deliver market intelligence services under the name of DRAMeXchange technology. This included the current business environment, real-time spot trading prices, market trends, capital spending and wafer capacity trends, the impact of DRAM/flash memory products on the market, and other relevant PC industry information.

To further expand its research, DRAMeXchange acquired LCD research institute WitsView in 2006 to provide insights on the display industry.

About WitsView

WitsView is a subsidiary brand of DRAMeXchange, which provides prompt and credible market insights covering the quantitative pricing trend for both TFT-LCD panels and finished goods, industry updates and market intelligence. Founded in 2004, WitsView Technology Corporation is made up of a group of sophisticated industry analysts with years of experience, providing objective and strategic insights on the display industry. Additional information can be found at www.witsview.com.

웹사이트: http://www.DRAMeXchange.com