Prices
swing within current range.
::
There is no pressure of sale revenue at early month to pull down prices
At beginning of month,
there is no pressure to dump for trimming inventory. We have observed that market
is more stable at early of month. Inventory levels in middle channels are still
very low, therefore once there are some demands even it's very limited demand
will firm up the prices. Motherboard companies are also forecasting the positive
1H of March's shipments. Overall, our prices forecast for this week are relative
stable.
::
SDRAM prices are firming up in current range.
These days, the SDARM
prices are higher than DDR prices. SDRAM inventory levels in DRAM makers are
relative lower since they produce less and direct sell to the consignable customers.
There are still some SDRAM inventories in the worldwide which spread out allover
the channels making the buyers pay higher prices to search for those products.
Recently SDRAM demands are major coming from China and Europe. We believe this
week, SDRAM prices will be more firm up at $3.5 range.
::
DDR prices are in the weaker performance position.
However, DDR prices
are relative weaker than SDRAM as sufficient supply on the market. Due to SDRAM
prices support, DDR prices will just slightly swing below $3 range and hardly
to breakdown below $2.5 this week. On the other hand, without stronger demand
to stimulate prices, it's also hard to over $3 at current situation.