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DRAM spot prices wobble at high level; contract prices sustain gain

Posted: 05 Oct 2006 ?? ?Print Version ?Bookmark and Share

Keywords:DRAMeXchange? DRAM? spot prices? contract prices? DDR2?

DRAM demand recessed amid inventory pressure since industry players are aware of their inventory level during month ends and the anticipated demand swell during this week's long holiday at China, is not as strong as expected, said DRAMeXchange.

Price correction of DDR2 continued last week with DDR2 eTT dropping by 3.8 percent to $6.07 and DDR2 667MHz dropping by 1.3 percent to $6.65. DXI was trended up slightly to 4,383 from 4,362.

In addition, supply at contract market is still falling short of demand in 1H Oct with some suppliers attempting to raise quotes considerably during this seasonality demand upturn, reported DRAMeXchange. However, the company believes that the suppliers' attempt will be discouraged as DDR2 module that had already surpassed $45 will discourage DRAM content per box amount among PC OEMs.

DRAMeXchange also sticks to its previous forecast and project a 4 to 5 percent further gain in 1H Oct. The magnitude of growth will probably weaken or remain stable in 2H Oct along with the ramping up 80nm output among Korean makers and fresh 12-inch capacity form Taiwan players.

Meanwhile, spot market of NAND Flash was quiet in the last week of September, disregarding downstream players that were supposed to secure fresh stock in volume during this period. Most downstream players did not obtain their stocks as they usually do since suppliers have prioritized supply for key customers. Overall supply at Greater China area also dropped, discouraging sales. DRAMeXchange expects this supply scenario to persist through November but the amount that tier-one customers in Great China area could obtain from their suppliers is subject to further observation, added the firm.

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