The DRAM spot price rebounded from the earlier declines seen during the beginning of last week. Between the 9/26 and 10/1 period, although the DDR2 512Mb 667MHz declined 2.03% to USD 1.45, the DDR2 512Mb eTT climbed from USD 1.17 to USD 1.23, up by 5.13%. The spot price rebound can be attributed to two main reasons—(1) Prices bottoming up from the previous low of USD 1.10. (2) Due to the severe price decline, Hynix announced on 9/28 it has temporarily stopped supplying chips to the spot market. Nevertheless, with the DDR2 512Mb eTT daily average price now very near the daily low of the DDR2 512Mb 667MHz, if the major chip prices do not increase, it will hamper further price increases in the spot market.
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In the spot market, demand in the new emerging markets are picking up ahead of China's National Day holidays. Unfortunately, spot prices are not increasing correspondingly. Some module houses and retailers continue to sell their memory products at very low prices. Last week, the DDR2 eTT and branded chip prices respectively hit a low of USD1.15 and USD 1.48.
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Amid the weak DRAM spot market, prices continued to slump. The DDR2 512Mb 667MHz declined to USD 1.54, a drop of 7.8%. The same downward price pressure could be seen in other chip densities, where the DDR2 eTT slipped to USD 1.31. Prices have been on a declining trend since August, due to sluggish market demand, and a wait and see attitude from both buyers and sellers. However, after the DDR2 eTT fell through the low point experienced in May, some retailers and module houses have begun to increase their inventory levels. This helped bring up the spot prices last Thursday, which also indirectly improved the overall market buying.
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Last week the DRAM spot price was in an evident decline, where the average drop for the DDR2 exceeded 10%. DDR2 512Mb 667MHz dipped to USD1.67, while the DDR2 512Mb eTT slid to USD 1.32. Due to the weak spot market demand, it has spurred many retailers and module houses to sell the DRAM chips at lower prices, resulting in the DDR2 eTT price to fall through May's low of USD 1.32.
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The DRAM spot market continues to remain in the doldrums. Although the DDR2 512Mb 64Mbx8 eTT reached US$1.80 last Monday (8/27), following the upward price trend on Friday (8/24) in the week before, prices soon began to decline again. For the entire week, it hovered near the US$1.50~1.60 level. The DDR1 also did not experience huge price changes. As for the DDR2, prices declined slightly, roughly by 2%. Meanwhile, the original DDR2 667 1GB UDIMM (DRAM Vender brand module) was quoted at US$32~34. These developments are not considered conducive factors to the DRAM contract price trend for 1HSep.
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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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