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【Market View】DRAMeXchange: WW DRAM Revenue increase 42% in 4Q09
Published Jan.29 2010,10:56 AM (GMT+8)
According to DRAMeXchange, 4Q09 revenue has grown 42% due to the hiking DRAM average price and output enhancement, which has shown another progress after 40% revenue growth 3Q09.
【Market View】2HJan. NAND Flash contract price roughly remains flat under market consolidation
Published Jan.25 2010,16:40 PM (GMT+8)
2HJan NAND Flash contract price roughly stays flat given the steady inventory replenishment demand for Chinese Lunar New Year seasons from electronics system and memory card customers, which roughly meets the expectation of NAND Flash related makers.
【Market View】Strong DDR3 demand in slow season and spot price is up to US$3 along with the upward contract price in January.
Published Jan.11 2010,11:33 AM (GMT+8)
With the short-term ups and downs from mid-Dec. DDR3 1333Mhz 1Gb spot price has climbed 23% to US$3.01 in 1/8 from US$2.45 at 12/17. According to DRAMeXchange, PC shipment with DDR3 platform will reach 60% of total PC shipment in 1Q10, which is attributed by the aggressive migration plans by PC-OEMs.
【Market View】1HJan. NAND Flash avg. contract price partially remains flat and mild 1-6% decline due to market consolidation
Published Jan.08 2010,18:04 PM (GMT+8)
1HJan. NAND Flash avg. contract price partially remains flat and mild 1-6% decline due to the new-year vacation effect and severely cold climate in some northern hemisphere area that some customers’ operation has been impact.
【Market View】DRAMeXchange: Hot PC growth, Component shortage and Tight Packaging and Testing in 2010
Published Jan.07 2010,14:24 PM (GMT+8)
According to DRAMeXchange, given the outperformed PC sales in Thanksgiving & Christmas, recovering global economy and new launch Windows 7, PC shipment indicates the satisfactory figures that we have adjusted 4Q09 NB shipment QoQ from 8.7% to 11.9% while 2009 overall NB shipment will be up 23.5% YoY to 160M units.
【Market View】DRAMeXchange: Expected Shortage on DRAM in 2H10
Published Dec.24 2009,16:21 PM (GMT+8)
With the recovering PC shipment at 2009, DRAM shortage had accelerated since August ‘09 and reach at the peak in October ’09. Some PC-OEMs even spent US$55 for DDR2/2GB module, US$3.25 for 1Gb equivalent, from module houses at spot market.
【Market View】Year-end hesitated view triggered the flat and 1%-5% slight average contract price decline for 2HDec.
Published Dec.24 2009,11:48 AM (GMT+8)
2HDec NAND Flash average contract price basically remains flat while 32Gb / 16Gb MLC average contract price slightly decline 1%-5% given the slower procurement momentum for some downstream clients during the Christmas vacation.
【Market View】DRAMeXchange: Outperformed 4Q PC shipment bring the optimistic 1Q10 PC markets
Published Dec.17 2009,17:45 PM (GMT+8)
According to DRAMeXchange, 1Q10 NB shipment decline will merely down to below 10% compared with the 15%~20% historical pattern and 18% in 1Q09 given the positive impact by Chinese Year sales and new platform launch.(Intel’s Calpella& Netbook).
【Market View】1HDec. mainstream MLC NAND Flash avg. contract price roughly dropped 1~20%
Published Dec.11 2009,14:14 PM (GMT+8)
1HDec. NAND Flash contract prices partially remained flat or declined that mainstream MLC NAND Flash “Average” price dropped 1-20% while SLC NAND Flash price remains flat.
【Market View】DDR2 spot price decline 15% from mid-Nov due to the supply increase
Published Nov.27 2009,14:24 PM (GMT+8)
Started from mid-July, DDR2 1Gb eTT spot price has skyrocketed 150% to US$2.62 from US$1.05. However, the spot market start to fall at 11/10 that DDR2 1Gb has sharply shrunk 15% to US$2.22 from US$2.62 in two weeks after four month upward pricing trend.
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