Indeed, we had a slow week as we foreseen last week with China’s national holiday being the cause. Absence of players from China made the market a little slow with little transaction. Yet, with the optimistic results of October’s first half DRAM contract prices, there’s a change for spot price increase next week!

Overall speaking on DRAM spot market, DDR prices dropped on the average and 256Mb 32Mbx 8 400 price dropped 2% in particular. UTT price had a roller coaster price change which went from USD4.47, last Tuesday, down to USD4.27 the lowest and up to USD4.4 again yesterday. SDRAM prices remained stable, though.

On NAND Flash side, spot price dropped on the average contrasting to the week before last’s high prices. The most volatile densities are 1Gb and 2Gb chips. Yet, contrary to 1Gb mono, 1Gb stack’s average price went up. Quite interesting for pot price on 2Gb with price going up and down twice this week making a downward price trend. Spot prices for densities of 512Mb and lower remained stable for the past week.

We are still positive about DRAM spot and contract prices for next week. With strong demand coming from PC OEM vendors’ October forecast, we believe there’s room for price upside. Take 256 MB modules contract price for instance; we foresee a price increase of 1.5-2.5% for October’s second half contract price!

*By Judy Chen, Marketing Intelligence Team, DRAMeXchange

DRAM spot prices - 2004/10/05~2004/10/12