Spot market activities are slowing down

SDRAM demand is slight up.

The SDRAM demand from US and Europe is slightly up this week which is right after the previous SDRAM models' chipset cleaning up from vendors. SDRAM SO-DIMM for notebook (x16) also shows a temporary tighten on OEM market due to rush orders placing to DRAM companies. (DRAM companies major keep chips rather than modules). Although this short-term phenomenon slightly surges SDRAM prices, marketers keep modest attitude about the prices level for SDRAM due to too much excess inventory on market.

Nov. motherboard shipments be reported 5~10% decline from Oct.

Nov.'s motherboard shipments have been estimated declined around 5~10% MoM. Even clone market demand from Europe and China is also slowing down. Dec.'s motherboard shipment forecast is expected to decline further 15% MoM. However, Jan.'s forecast is slightly up on MoM base which be believed as pre-stocking before Lunar New Year Holiday as well as short-working days in Feb.

DDR Prices will slowly decline as seasonal demand wanes.

As seasonal demand wanes and supply continues to increase, DDR prices are expected to decline further. However, overall industry inventory for DDR is in the relative low level, prices will slowly drop until industry aggregating a certain inventory level which be expected after middle of Dec. or end of Dec. Even we are in the month-end right now, marketers don't feel the month-end effect/pressure from the DRAM makers and other vendors as well. Recently, market activities are slowing down with low volume transaction.