Waiting for signals after Cebit

Spot volume will stable at 1H this week.

Spot price and volume will be more stable at 1st half of this week while everyone keeps eyes on how it will go for Cebit. So far the market is still very caution on controlling the price and volume on the spot market. Most of people believe that price and volume will get better after Cebit beginning at 2H of this week. Even though, there are still very caution on tracing high.

Contract for 2H is still planning to rise.

As we talking with major DRAM markers they are still on planning to raise the contract price for the second half this month. The target price for that will be near $100 and $45 for 256MB, 128MB respectively. On the other hand, marketers speculate and doubt that how much contract can rise again. However the DRAM makers seem like feeling confidence to rise price by control the supply. They also keep very close on tracing all the shipment on the OEM customers' side and prevent those product go into the spot.

DDR, SDRAM & RDRAM price cross over.

Actually, from the last few weeks the price relationship between DDR, SDRAM and RDRAM price is officially crossing over. Currently, the original module price for SDRAM ($38~$44 128MB) is even higher than DDR ($36~$42 128MB) and RDRAM ($35~$38 128MB). Production migration will officially take place from this point of time. DDR will begin to be the major product for the next round especially with the Intel i845G.