Last week, demand in the DRAM spot market was sluggish, as prices continued to decline. The DDR2 512Mb 667MHz fell to USD 1.9. In the DDR2 512Mb ett segment, many module houses and channels remained hopeful of an upturn in the Europe market after September. As prices plunged to the USD 1.5 level, increased market speculation was seen, propping up prices to USD 1.8 on August 27th. Nevertheless, prices soon began to erode again, finally ending at roughly USD 1.57.
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Last week, weak demand was witnessed in the spot market. Prices for the DDR1 remained flat, while the DDR2 continued to drop. The DDR2 512Mb 64Mx8 eTT slipped past the US$1.8 level to US$1.78, down by 7%. The DDR2 512Mb 64Mx8 also dropped by 6%, while the DDR2 533/667 declined to the US$2 level.
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Despite the spot price uptick last week amid Samsung's power outage incident, the momentum was short-lived. Retailers were prompted to clear their excess inventory at much lower prices. The DDR2 eTT once again fell below the US$2 level to US$1.93.
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DRAM parts were traded in low price range during the beginning of the week Jul 30-Aug 6 but trended upwards afterwards. Quotes request was rarely spotted in the market, despite marketers usually checked quotes for another turn of pre-stock during this period of time.
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Last week spot prices declined at a gradual pace, as retailers and various module houses continued to lower their inventory levels. Market trading was thus relatively flat. Although July is traditionally a hot selling period in China, the end market demand has proven to be weak. It is projected that by early August the demand for an inventory stock up should start to pick up. In the July 23~27 period, the DDR2eTT slipped past the US$2 level to US$1.98, while the branded DDR2 512Mb 64Mx8 declined to US$2.13. In the contract market, in light of the hot seasonal sales in the PC sector, DRAM makers still hope to increase their prices by roughly 5%.
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Last week the spot price continued to decline, as retailers and several module houses were still in the process of clearing out their inventory. By the end of July and early August, demand should start to pick up again, as inventory levels stabilize. Between the July16-20 period, the DDR2 eTT chip slid to US$2.05, while the branded DDR2 512Mb 64Mx8 declined to US$2.19.
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According to DRAMeXchange's survey, one of the reasons behind the decreased market demand stemmed from consumers holding off purchases until Intel's upcoming CPU price cuts in 2HJul. In addition, with the DRAM spot price already exceeding the contract price last month, there was little incentive for further price increases. Module houses have instead focused in removing their older product inventory to boost profits. The current pricing levels have generally left retailers and module houses uninterested in increasing their inventory. On a different note, amid the DRAM contract price hike in early July, the DDR2 512Mb chip price has jumped past the $2 level. Trading has slowed, as the market waits to see if more contract price increases may occur, which may in turn stimulate more spot market transactions.
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Amid the rise in the contract price, spot prices rebounded last week. Despite the price increase, there has been no apparent growth in demand. DDR2 eTT slipped slightly to US$2.21, while the branded DDR2 512Mb 64x8 chips rose to US$2.3.
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Market trading was sluggish last week, as manufacturers began to count their month-end inventory. In the China market, the reduction in the amount of smuggled chips from Hong Kong has caused a decrease in price queries, and a gradual decline in the spot price. The DDR2 eTT chip increased to $2.28, while branded DDR2 512Mb 64Mx8 edged down to $2.26. This shows that the short-term price upticks in the past few weeks have mostly arose from market speculation. The actual market demand does not seem to be strong enough in underpinning prices to increase further.
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The DRAM spot price continued to maintain its upward climb last week. However, after a succession of rapid price increases, the momentum has slowed down. The DDR2eTT chip jumped 9.3% to $2.23, while the DDR2 512Mb 64Mx8 leapt to $2.38, up 7.7%. Increases in the chip price are also driving up branded module prices. Samsung's DDR2 667MHz 1GB module reached to a high of $48. In contrast to a low of $31 last week, this marked a 54%increase.
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