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DRAM contract prices to weaken in 2H Oct, says DRAMeXchange

Posted: 13 Oct 2006 ?? ?Print Version ?Bookmark and Share

Keywords:DRAMeXchange? DRAM? NAND? flash? contract price?

Following the 2-4.5 percent sequential price up for overall DRAM contract price in 1H Oct, DRAMeXchange believes the price growth magnitude should weaken in 2H Oct.

Reviewing the settled prices of DDR2 533MHz 512Mbytes in 1H Oct, DRAMeXchange settled at $46-48.50, due to PC OEMs' success to adjust their negotiation once a month. Meanwhile, prices of DDR2 667MHz 512Mbyte closed at $46.50-49.

DRAMeXchange said that contract price growth of DRAM for 2H Oct will either weaken or stay flat amid the ramping up of 80nm output from Korean players, the fresh capacity from Taiwan players' 12-inch wafer, and the prolonged negotiation frequency among some PC OEMs.

Additionally, said DRAMeXchange, spot prices of NAND flash held firm due to the constrained supply that secured downstream players. Supply of NAND flash should remain tight in October since key suppliers continue reserving their stocks for big customers like Apple, Sony, SanDisk and Kingston, said DRAMeXchange.

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