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DRAMeXchange : Weekly Research : 【Market View】

【Market View】DDR keeps downtrend while SDRAM supported by strong demand

Published 2003-12-23 (GMT+8)

Weekly Market Info Update

DDR keeps downtrend while SDRAM supported by strong demand

The market continues to weaken, currently, the DDRs are dipping the lows due to sluggish demand. The buyers remain in control of actions and bargaining far-low prices to kill the vendors. However, modules houses gets plenty of orders to keep the production lines busy at current low, especially from European orders. OEM ( non-brand ) modules prices are competitive, some OEM ( non-brand) modules of 256MB even quote quite below to $26 to $27 while DDR 256Mb 32Mx8 is around $3.25. From 12/16 to current, Avg. price of DDR 256Mb 32Mx8 400MHz is down from $3.84 to $3.78, around 1.56% down and 128Mb 16Mx8 266MHz is down 3.95%, from $2.37 to $2.28.

The prices of SDRAMs, on the other hand, rose from $5.64 to $5.71, up 0.71% for 32Mx8 133MHzand. 16Mx8 133MHz is up 4.6% from $3.45 to $3.61 and 8Mx16 is up 3.0% from $3.34 to $3.44.

2H December Contract prices is down 8% - 9%

After a struggling negotiation, 2H December contract prices has been down 8% - 9% by PC OEMs’ aggressive cutting prices. It shows the selling pressure from DRAM makers and stronger negotiation powers of PC OEMs at current slow season.

The memory market watcher

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