Health in slowly rising price day by day

"DRAM prices are slowly and steadily up which are health for DRAM market" - most of DRAM marketers claim so. "It's good for both DRAM makers and traders".

:: UTT prices rising high.

Nowadays, it is getting harder and harder to find the plenty cheaper untested (UTT) chips from spot market. As Powerchip and ProMOS are gradually moving to branded market, UTT's supply gets tight and price raises up. Price differentiation from UTT chip to branded chip is now narrowing down from 10%~15% to current 5%. It is actually a positive sign for DRAM price trend since a wide price gap from UTT to branded chips usually plumps price down.

:: Transaction volume turns conservative on spot market.

As contract portion occupying more and more DRAM makers' allocation, spot portion is quiet limited by original DRAM suppliers. It's hard to find the fresh products into the spot market, therefore traders are holding the previous stocks to trade in a conservative way-some are setting a certain profit margin as a selling target; some are just buying not selling. Transaction volume actually trades down a little bit in the past few days on the spot market.

:: Retail module demand is picking up.

We observed the retail channels' module demand is picking up by increased shipment from module makers to the end channels. This kind of ground demand does support module makers' aggressively purchase strategy to DRAM makers.

:: Consumer SDRAM price is anticipated to rise.

Anticipation on price uptrend in SDRAM also aggregates pre-stocking demand for SDRAM. Price for consumer usage SDRAM is on rising which does not only benefit to the major supplier like Samsung and Hynix, also pours great revenue into memory design houses and their foundry partners as well.