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【Market View】NAND Flash 6% price increase!


Published Mar.22 2005,18:19 PM (GMT+8)

By Judy Chen, Marketing Intelligence Team, DRAMeXchange

Demand from China, Europe and US still pending for DRAM

DRAM into slow season, with demand from China, Europe and US on the hold, price is on a downward trend. On top of week demand, we have seen increased DDR supply shifted from DDRII. To increase sales of DRAM, we even seen major supplier on both DRAM and NAND Flash to bundle sale DRAM with NAND Flash to increase DRAM sales volume. Price for 256Mb 32Mbx8 400/333/266 dropped 6%/5%/3% respectively. Module demand also grew weak. eTT dropped to as low as USD2.2 this week, not much better than DRAM.

Stagnant demand and 2% price decrease for SDRAM

Little transaction happened for SDRAM this week. Demand has been on hold for several weeks now with 2% price drop this week. 256Mb 16Mb x 16 133, 128Mb 16Mb x 8 133 and 64Mb 4Mb x 16 166 went from USD3.57, USD2.98, and USD1.15 respectively.

High densities shortage result in 6% price increase for NAND Flash

NAND Flash spot price went soaring this week for densities of 1Gb and above since parts circuiting spot market is limited. On top of this, demand is still quite strong from memory card and UFD orders, with insufficient supply from contract market, module houses are eager to fulfill their demand by buying from spot market. Therefore, 1Gb and 2Gb chips, price went up 6% and 5% to USD9.17 and USD19.34 respectively. However, with expectations of parts arrival this week, price started to slow down and dropped a little towards the end of the week. Prices for densities of 512Mb and below have been stable with demand coming from both embedded mobile phones and bundle sale memory cards.