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【Market View】Prices swing within current range.


Published Mar.04 2003,11:03 AM (GMT+8)

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.