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【Market View】DDR2 512Mb price to stabilize at US$1 level; Effect from iPod and iPhone on NAND Flash industry to maintain in 2008
Published Jan.29 2008,17:15 PM (GMT+8)
After experiencing a weeks’ noticeable appreciation, DRAM spot prices stabilized in the week Jan 21-25. DRAMeXchange observes that DRAM spot prices have posted consistent appreciation over the past month amid some DRAM makers’ announced fab maintenance plans and signs of price bottoming. While price negotiation with contract customers is still underway, some DRAM makers have expressed wishes to raise quotes in light of the recent spot price trend.
【Market View】DDR2 eTT chips posted noticeable appreciation; 2HJan contract price likely to see a mild growth; MacBook Air – thinnest SSD NB that holds your breath
Published Jan.22 2008,18:20 PM (GMT+8)
Spot prices of both 512Mb eTT and branded DDR2 chips dropped below the US$1 mark on Nov 7 and Nov 23, 2007. Prices hit bottom after trending downward for about a month’s time, with eTT parts closed at US$0.75 on Dec 11 and the branded parts hit US$0.92 on Dec 18.
【Market View】Price of 512Mb DDR2 stabilizing, hitting US$1 mark soon; What UMPC and MID bring to future NAND Flash market in the wireless broadband era
Published Jan.15 2008,16:11 PM (GMT+8)
Upward price trend was across the board in the DRAM spot market last week, with prices of both eTT and branded chips posting sequential gains. Price trend of DDR2 512Mb and 1Gb highlights the importance of migrating production to higher density, not only because of the mainstream role that 1Gb plays, but also the corresponding cost reduction. By witnessing a perfect W-shape price trend in the spot market and a stable contract price trend in 1HJan, DRAMeXchange also see stabilizing signs for 512 Mb component.
【Market View】Persistent NB shipments growth expected to help digesting some capacity; 2008 NAND Flash market outlook snapshot
Published Jan.08 2008,14:50 PM (GMT+8)
Although DRAM demand from Europe and the US market is temporarily put on hold after Christmas, the rare re-stock activities as observed in Asia once spurred eTT DDR2 spot price to exceed US$0.95 mark, where price of branded chips maintained stable.
【Market View】DXI foretells DRAM market and company stock price trends; ITRS & IEDM Forums guide latest directions for NAND Flash technology development
Published Jan.02 2008,17:32 PM (GMT+8)
DRAMeXchange’s DXI index reflects the real-time DRAM production value, which not only accurately depicts the current health of the DRAM industry, but also serves as a leading indicator of DRAM makers’ future stock price trend. After undergoing several fine-tunings, a close tie is seen between the index and corresponding DRAM makers’ stock price/production value.
【Market View】2008 to be a vital year to outgrow dram winners; China market to be the major demand for NAND Flash after year-end holidays
Published Dec.25 2007,12:00 PM (GMT+8)
DRAM spot prices shows a temporal stability in the week Dec 17-24 with eTT parts posted sequential gain while branded parts quoted stable. Contract price in 2H Dec is in line with expectation as holidays lulls consumption.
【Market View】Price rebound likely in 1Q08 on equipment maintenance in Taiwan; Adoption of MLC NAND Flash in SSD determines take-off time of SSD
Published Dec.18 2007,17:21 PM (GMT+8)
Weak DRAM pricing trend in both spot and contract market persisted in the week Dec 10-17 amid generally soft demand. The downhill price trend in both market places is believed to maintain through the end of 2007. But for longer term prospect, DRAMeXchange foresees a possible price rebound in 1Q08 as some suppliers in Taiwan are expected to undergo annual equipment maintenance in this period.
【Market View】DDR2 eTT 1Gb chips demand increases with a price increase of roughly 10%; Strategic NAND Flash price reduction to stimulate demand prior to Year-end sales season.
Published Dec.11 2007,14:01 PM (GMT+8)
Spot market saw a rare price fluctuating scene last week. Although DDR2 512Mb eTT price once rose to US$0.83, closing price still fell from US$0.81 on 12/03 to US$0.79 on 12/10, a decrease of roughly 2.4%. Meanwhile DDR2 1Gb eTT saw the most rise this week with an increase in closing price from US$1.65 on 12/03 to US$1.83 on 12/10, an increase of roughly 10.9%. Branded chip price was relatively calmer compared to eTT price. DDR2 512Mb price rose from US$0.92 on 12/03 to US$0.95 on 12/10, an increase of roughly 3.2%. DDR2 1Gb price rose from US$1.96 on 12/03 to US$1.98 on 12/10, an increase of roughly 1.0%. From a market perspective, with current spot market inventory continuing at a high level and the fact that we are now entering traditional slow season, DRAMeXchange expects DDR2 512Mb eTT price to continue its decline this week. From last week’s price, although 512Mb dies continue to be main stream, because the growing demand for single 2GB modules and the relative cost advantage of 2GB modules over 1GB modules that are manufactured with 512Mb dies, it is easy to see that 1Gb dies is gradually becoming the mainstream market standard. This trend is more evident with the price fluctuation of DDR2 512Mb price and the increase of DDR2 1Gb price this week.
【Market View】DDR2 eTT prices has fallen to the variable cost level; may be the starting point for future price increases; Vendors to speed up improving the technical bottleneck of NAND Flash applications
Published Dec.04 2007,18:18 PM (GMT+8)
Last week, the DRAM spot price continued with its weak market trend. Although the DDR2 price declined slightly, a stronger market demand appears to be emerging in underpinning the recent price level. The DDR2 512Mb eTT price dropped 1.2% from US$0.82 on Nov.26 to US$0.81 on Dec.03. DDR2 1Gb eTT price slipped 1.8% from US$1.64 on Nov.26 to US$1.61 on Dec.03. Branded DRAM DDR2 1Gb price dropped 2.41% from US$2.01 to US$1.96 on Dec. 03. It should be noted that the DDR2 512Mb eTT price last week had fell below the US$0.80 level reaching US$0.77 for a while, but subsequently returned to its current price level. According to the current market development, it is expected that the DDR2 512Mb eTT chip price will stay flat or slightly trend upwards to US$0.80.
【Market View】DRAM: Black Friday sales beat expectation implies re-stocks activities ahead; 2H Nov NAND Flash contract price flat
Published Nov.27 2007,15:42 PM (GMT+8)
Weak pricing persisted as expected in the DRAM spot market in the week Nov 19-26 due to considerable amount of inventory, with branded 1Gb parts posted the sharpest fall on a sequential basis, according to DRAMeXchange. While further price down is projected in the spot market, the research firm foresees that contract price trend in 1H Dec will still subject to downward pressure. Regardless of how price trends, the firm noted that better-than-expected sales record in Black Friday (Nov 23) implies re-stocks activities ahead, which is a rare positive news for memory module houses by 2008.
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