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【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.
【Market View】2HSep.mainstream MLC NAND Flash average contract price slightly up 1%~3%
Published Sep.24 2009,11:48 AM (GMT+8)
2HSep. mainstream MLC NAND Flash average contract price slightly rose 1%~3% due to the suppliers’ re-allocation policy by putting electronics system customers as the higher supply priority in September and October.
【Market View】DRAM spot price rose 63% and Taiwanese DRAM vendors expect to have strong revenue growth momentum in 2H’09 ; Strong NAND Flash demand for smartphone and MP3/PMP system customers
Published Sep.17 2009,15:15 PM (GMT+8)
Continuously with the strong upward pricing trend from 1H’Jul, both DDR2 and DDR3 spot price hikes to the 12-months record high recently. DDR2 1Gb eTT spot price rose 63% to US$1.71 in 9/15 from US$1.05 in 7/15.
【Market View】1HSep. mainstream MLC NAND Flash average contract price rose 3%~12% due to the warming demand for inventory replenishment of hot season.
Published Sep.09 2009,11:54 AM (GMT+8)
1HSep. NAND Flash mainstream average contract price adjusted up 3%~12% due to the inventory replenishment for hot season. Most NAND Flash suppliers have received restock orders from some electronics system customers for year-end sales.
【Market View】Windows 7: Positive impact to PC shipment in Q4
Published Aug.27 2009,18:16 PM (GMT+8)
Several PC-ODM makers have released earning results for 1H’09 and most of them reveal a positive guidance toward 2H’09. According to DRAMeXchange, PC shipment is expected to have 20.6% growth in terms of quarterly basis.
【Market View】2HAug NAND Flash contract price affected by mixed market factors: Flat in high density chips and mild rise in low density chips
Published Aug.25 2009,14:58 PM (GMT+8)
2HAugust NAND Flash contract price remains flat for high density products while mild rise for low density products since output portion based on 4Xnm & 3Xnm advanced process technologies increases and reducing output portion for low density products based on mature process technologies. Meanwhile, NAND Flash suppliers’ low-capacity memory card shipment to handset customers has a higher priority.
【Market View】Kingston adjusted up 2GB module 30% and led to upward spot market pricing
Published Aug.12 2009,14:23 PM (GMT+8)
Kingston, worldwide memory module leader, adjusted up DDR2 2GB module to US$23.5 from US$20 at end of July and today’s price is US$26.5. This movement has spurred the upward pricing trend in spot market that DDR2 1Gb 800Mhz has rose 33% to US$1.46 from US$1.10 at mid-July while DDR2 1Gb eTT hiked 38% to US$1.45 from US$1.05 on July 15th.
【Market View】1HAug. NAND Flash contract price appears ups and downs with mixed market factors
Published Aug.11 2009,14:17 PM (GMT+8)
1HAug. mainstream MLC NAND Flash contract price appears ups and downs with mixed factors that some suppliers slightly adjusted down 2%-5% on some high-density MLC NAND Flash contract price to spur the demand since output portion of high-density products produced by more advanced process technologies (4xnm & 3xnm) is raised along with cost advantage.
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