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【Market View】NAND Flash contract price partly stayed flat or slightly declined in 2H Nov.
Published Nov.26 2009,11:19 AM (GMT+8)
NAND Flash contract price partly stayed flat or slightly declined 2-4% in 2H November. Some memory card & UFD makers plan to lower their inventory level by the end of 2009 as the NAND Flash restock demand for year-end sales has peaked in November.
【Market View】1HNov. NAND Flash contract price with mixed ups and downs
Published Nov.11 2009,11:58 AM (GMT+8)
The fluctuation range for 1HNovember NAND Flash average contract price is around -2%~6% that since the year end inventory replenishment for hot season still effects, yet some vendors mildly adjust up contract price for certain products.
【Market View】DRAMeXchange: WW DRAM Revenue increases 40.7% in 3Q09
Published Nov.05 2009,15:49 PM (GMT+8)
According to DRAMeXchange, with the aggressive DDR3 migration in PC-OEMs and enhancing demand, DDR3 contract price has sharply rose 36% in line with the 24% increase of spot price.
【Market View】October DDR2 spot price rose 35%. Shortage will likely continue in November while US$3 chip price is the target.
Published Nov.04 2009,16:09 PM (GMT+8)
DDR2 1Gb eTT spot price rose about 84% to US$1.94 from US$1.05 at mid-July that October monthly average price has rose 35% while chip price has sharply increase to US$2.62 and cross the US$2 barrier.
【Market View】3Q09 Sales Ranking of Branded NAND Flash IC Makers
Published Nov.02 2009,16:22 PM (GMT+8)
As most branded NAND Flash suppliers benefited from the 4Q hot-season restock orders for electronic system maker clients after mid-3Q09, NAND Flash ASP slightly rose about 4% QoQ in 3Q09.
【Market View】2H Oct. Mainstream MLC NAND Flash Avg. Contract Price rose 4%~7%
Published Oct.23 2009,15:35 PM (GMT+8)
2H Oct. mainstream MLC NAND Flash average contract price rose about 4%~7%. According to DRAMeXchange, the “High” price remains flat while “Low” price rose 7%~10% compared to the price in 1HOct since some vendors adjusted up the price continuously in past two weeks to reflect the tight supply.
【Market View】2009 Challenge for Taiwanese DRAM Packaging& Testing Industry
Published Oct.20 2009,15:33 PM (GMT+8)
DRAM supply bit growth rate climbed to the rocket high to 95% and 65% in 2007 and 2008 respectively since many DRAM vendors expand their capacity without discipline. The DDR2 1Gb chip price had sharply dropped 74% to US$0.62 due to the over supply situation and global financial crisis happened in the 2H’08.
【Market View】1HOct. mainstream MLC NAND Flash contract average price rose 8% to 10%
Published Oct.09 2009,10:24 AM (GMT+8)
1HOct. mainstream MLC NAND Flash contract average price rose about 8%to 10% since most NAND Flash vendors already receive the long-term orders for year end hot season from system customers and warming inventory replenishment demand for memory card.
【Market View】NAND Flash market forecast : Shortage likely in 2010
Published Oct.06 2009,18:10 PM (GMT+8)
From demand side perspective, we expect various of NAND Flash application end product will recover in 2010 given the better global economy. The density of traditional NAND Flash application such as MP3, memory card and UFD will be continuously lifted.
【Market View】The new challenge for Taiwanese DRAM vendors
Published Oct.05 2009,17:36 PM (GMT+8)
Contract price for commodity DRAM sharply dropped from 2007 due to the over-supply. The non-disciplined capacity expansion caused the commodity DRAM DDR2 price declined about 83% YoY.
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