Inventory
in DRAM makers are low?
Market news
about the inventory of major DRAM makers, especially for Samsung and Hynix,
are saying that they have low inventory. Sales representatives on those
companies have being complained about couldn't make enough allocation for
their customers. On the distributors and traders' side, we are sure they
have inventory but they won't sell at price below $2.5 right now. They are
looking for higher selling point.
Keep
chasing high on Spot market.
First week
of year, we are sure that market will chase spot price above $2.5 for 128Mb
SDRAM. Seems like the up-trend for spot price will get firm from $2.5 for
128Mb on the Jan. Contract price should follow spot price but not that soon.
Unconfirmed
news about low inventory on US and Euro market.
Market news,
which is from the floor without 100% confirmed, the traders and distributors
on Europe and US almost sold out the inventory on their hands before Christmas.
If that is true, then it will be hot market after New Year. Currently, we
can't confirm this floor news since most of people are still on the holiday
right now. We just can assume that if most people do believe the market
is going up and chasing for that, then the price will be sure pushed up.
