DRAMeXchange says bottoming out of DRAM spot market expected to be short-lived

뉴스 제공

2007-10-03 14:07

Taiwan--(뉴스와이어)--The DRAM spot price rebounded from the earlier declines seen during the beginning of last week. The DDR2 512Mb 667MHz declined 2.03% to USD 1.45, while the DDR2 512Mb eTT climbed to USD 1.23, up by 5.13%. The spot price rebound can be attributed to two main reasons·(1) Prices bottoming up from the previous low of USD 1.10. (2) Due to the severe price decline, Hynix has temporarily stopped supplying chips to the spot market. Nevertheless, with the DDR2 512Mb eTT daily average price now very near the daily low of the DDR2 512Mb 667MHz, "if the major chip prices do not increase, it will hamper further price increases in the spot market," said DRAMeXchange research team.

For the contract market, prices for some 1GB modules have been settled at a new low of USD 25 recently, resulting in significant price pressures on the contract price for 1HOct. Despite the recent spot price rebound, contract prices remain in the down trend. Amid the current hot PC season, OEMs have no intention of acquiring more DRAMs, as inventory levels remain adequate. Thus, for 1HOct, DRAMeXchange projects that contract prices are expected to drop further, where the level of decline is expected to be higher than September.

NAND Flash average contract price declines 2~15% in 2HSep

The NAND Flash average contract price slipped by 2~15% in 2HSep, where the mainstream 8Gb&16Gb MLC saw the largest price drop. The decline reflects the expected higher chip output via the new 5X nm manufacturing node by major suppliers in 4Q07. Further manufacturing costdowns and more chip production will begin to kick in beginning from Oct07. Meanwhile, the price drop can also be attributed to the sales promotion during the 3Q07 quarterly end and ongoing National Day holidays in China. SLCs have been experiencing a smaller price decline than the MLC, due to a scaled back production.

In the wake of persisting price drops and governments around the world working together in stabilizing the international financial and economic environment, it should help stimulate the demand for NAND Flash-related products in 4Q07, along with developing new business opportunities in new emerging markets. Therefore, October is still considered a NAND Flash inventory pull-in plateau period in the traditionally strong seasonality of Q4. Due to the already large NAND Flash price drops in September beforehand, DRAMeXchange believes chances for larger declines are not high in the short term.

###

Media contact:

Ms. Jocelyn Chen
Tel: +886-2-7702-6888 ext.620
Mobile: +886-918-088-680
jocelynchen@dramexchange.com

Ms. Lilia Huang
Tel: +886-2-7702-6888 ext.680
Mobile: +886-912-031-680
liliahuang@dramexchange.com

웹사이트: http://www.DRAMeXchange.com