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【Market View】Gap between contract and spot price narrows in February; How ONFI 1.0 may affect the NAND Flash industry
Published Feb.06 2007,17:40 PM (GMT+8)
Sluggish market demand and increased supply from DRAM makers sent the DDR 2 spot price lower, where the DXI index slipped from 4262 to 4139. The price difference in the spot and contract markets has begun to grow smaller in 1HFeb. The average price stands roughly at US $43.
【Market View】Increased supply in spot market from DRAM makers further drives down DDR2 spot price; 50 nm 16Gb chips usher in a new era of NAND Flash process technology
Published Jan.30 2007,17:50 PM (GMT+8)
A weak market demand, coupled by an increased DRAM supply, further drove down the DDR2 spot price, where the DXI index plunged from 4363 to 4262. On a different note, DRAM makers have subsequently released their earnings result for Q406. Manufacturers that owned a higher ratio of the more cost effective 12 inch fabs evidently performed better. Thus, for players that largely operate 8 inch fabs, it is expected that they will be faced with a tougher year ahead.
【Market View】Lowering of DDR2 inventory drives down spot market price; can the iPhone become the next killer application for the NAND Flash market?
Published Jan.23 2007,17:15 PM (GMT+8)
A weak market demand drove down the DDR2 spot price for last week, where the DXI index slid from 4549 to 4363. As price negotiations between some of the DRAM and PC OEM makers are conducted on a monthly basis now, the DDR2 contract price drop in 2HJan was still within 3%. It is anticipated that a more evident price decline will be witnessed after February.
【Market View】"Window Period" from upcoming Vista launch drags down DDR2 price;New NAND Flash applications from CES
Published Jan.16 2007,16:59 PM (GMT+8)
The sluggish DDR and DDR2 spot markets caused the DXI to slip from 4600 to the 4549 level. However, amid production cuts from DRAM makers and demand from the PC clone market, future DDR price drops should be limited. For DDR2, the PC market's weak seasonality drove down its market demand. To boost its growth, relevant component prices need to be cut further.
【Market View】Vista launch expected to affect future DRAM price; SSD set to become the new killer application of NAND Flash
Published Jan.09 2007,15:35 PM (GMT+8)
Amid plunging DDR spot prices, DDR chip procurement has become more evident. On the other hand, DDR2 demand remains sluggish, as seen in the DXI decline from 4622 to 4612. Minimal changes are seen in the DDR2 contract price for 1HJan. The future DRAM price trend is expected to depend a great deal on how the market reacts to the upcoming Vista release.
【Market View】Sluggish DRAM spot market amid inventory checking；Certain NAND Flash spot prices stabilizes due to successful Wii sales
Published Jan.02 2007,17:48 PM (GMT+8)
Inventory checking and communication disruptions caused by an earthquake last week, significantly decreased the Spot market transactions. A Weak Spot Price was reflected by the DXI, where it decreased from 4633 to the 4631 level. As for the DRAM forecast in 2007, game console are expected to be the next driving force of the DRAM industry.
【Market View】DRAM Spot price drops amid weak Christmas demand; NAND Flash sees application in Vista Ready Boost
Published Dec.26 2006,17:56 PM (GMT+8)
Due to the approaching Christmas holidays, module vendors and brokers are adopting a wait and see attitude. Minimal transaction volume has resulted in the DRAM spot price to grow weaker, where the DXI lost 11 points, declining from 4644 to 4633. The DRAM contract price remained relatively the same in 2HDec, as several PC OEM makers have been experiencing better than expected sales.
【Market View】Brisk NB sales hold DRAM demand firm; Unabated NAND Flash demand persists despite X'mas approaches
Published Dec.19 2006,17:14 PM (GMT+8)
A weak DRAM spot price is seen, where the DXI increased from 4651 to 4655. In the contract market, as PC OEMs are experiencing better-than-expected sales, computer products will continue to be delivered until month’s end. Demand is expected to remain relatively strong.
【Market View】PC OEMs start pre-stocking DRAM; ReadyBoost to drive UFD sales growth
Published Dec.12 2006,17:11 PM (GMT+8)
DDR2 pricing maintains static at the spot market during the week Dec5-11 where contract market should sustain its price stability in 2HDec amid concern of insufficient stock.
【Market View】Stable DDR2 contract price in 1HDec; Wii- the chief NAND Flash capacity filler
Published Dec.05 2006,17:12 PM (GMT+8)
Month-end financial pressure has eased in the spot market. The DDR2 spot price has begun to show a rebound, as reflected by the DXI, where it increased from 4561 to the 4492 level. DDR2 contract prices in the 1H of Dec has remained relatively stable, as some DRAM makers still have bottlenecks in the 90nm manufacturing process, thus, the sufficiency gap is still tight.
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