SDRAM Spot price
probably can't hold by channels.
As our information show us that channel-traders begin to
ship SDRAM at lower price (around 1.2 for 128Mb SDRAM) to let go of their
inventory. Most of channel-traders don't take too positive on SDRAM price.
On the other hand, the major DRAM makers are still keeping the price at
range ($1.3 ~$1.5).
DDR Price still looks good for a while
Although every DRAM companies are ramping up the DDR output
right now, almost double the output month on month. But DDR market is so
hot right now, seems like their output's speed can't catch up the demand
from buyers side? Price is keeping up and up. Our source shows us that some
big Module houses are the major buyers; channels are also chasing the DDR
product for making some profit in short term. It is really a good thing
to see the price back to reasonable price level (around total cost level).
But we are still very caution about this pre-stock buying for Intel's 845i
for DDR solution will end soon or later. So, be careful about the inventory
you have on hands.
Rambus Price probably begins to slide
down
While DDR market is heating up, Rambus market begins to
cool down. Demand for Rambus became weaker and weaker. Niche market hasn't
many quantities to support the price up right now. Samsung and Toshiba keep
the same output on Nov. and Dec. The total for Rambus worldwide output estimate
13.6 million for 128Mb.
Finally Contract price set down
As our prediction, the price fell into the range around
1.2 to 1.4 for 128Mb SDRAM. From our interview with those DRAM companies,
they said that it's hard to convince the customers to rise the contract
just for one month price raise up. They said customers had to make sure
the trend was definitely on upside for at least 2 months, then contract
price will begin to follow up.
