DRAMeXchange sees signs of DRAM spot price stabilization

뉴스 제공

2008-02-27 08:16

Taipei--(뉴스와이어)--DRAM spot prices keep heading south after seeing price of DDR2 512Mb eTT and DDR2 1Gb eTT dropped below US$1 and US$2 mark on February 13 and February 15. Price of the former dropped by 15.7% over the weak February 12-20 and closed at US$0.86, where price of the later dropped by 21.3% in the same period and closed at US$1.66.

"The downward price trend shows stabilizing trend in the week February 19-25. Price of DDR2 512Mb and 1Gb stayed at US$1 and US$2 range without further drop. Price of DDR2 1Gb eTT only posted a mere sequential drop of 2.3% only and price of 1Gb eTT even posted a sequential gain of 3.4%," said DRAMeXchange analysts, "industry players commented that marketers generally regard US$0.80 as a price bottom of DDR2 512Mb eTT after information about variable cost was revealed last December. When price once hit US$0.85, some speculation activities were encouraged and led to a price surge. Given that 1H is the tradition slow season for DRAM, and that recent transaction in the spot market is sluggish, we regard this price up as a temporary price rebound that requires further observation."

Regarding the price trend in contract market, price of DDR2 667 1GB is flat on month at US$18 level. As the price drop in spot market is stronger-than-expected after Chinese New Year, and that DRAM makers are all subject to inventory level, DRAMeXchange believes chipmakers will have a weaker bargaining power for 1HMar deal. Contract price is very likely to stay flat in the next update.

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.

웹사이트: http://www.DRAMeXchange.com