Sluggish demand result in downward DRAM price trend

Demand for DRAM remains sluggish this week even with limited supply circuiting in the spot market. Most players in the spot market are still waiting for DRAM price to bottom out. DDRII products had dropped 6-8% , the most dramatic price dropping compared to SDRAM and DDR products this week.. DDR 256Mb 32Mbx8 400/333MHz both slipped 2% to USD2.52/USD2.43, respectively. DDRII 512Mb 64Mbx8 533/400MHz went down 4% and 5% to USD7.66/USD7.12, respectively.

eTT prices echoes DDR's weakness and had slipped to as low as USD2.08, due to the clearing inventory actions by Asian players in the spot market. On the contrary, demand from overseas players is strong since they believe these prices are a bargain.

1% spot price increase for 8Mbx16 SDRAM

SDRAM spot market this week is still slow. However, we heard rumors that a Korean manufacturer has decided to reduce their supply for SDRAM. Market inquiries focus on low-density chips such as 8Mbx16 and 4Mbx16 this week. Spot prices for 128Mb 8Mbx16 133MHz increased 1% from USD2.1 to USD2.11, with 64Mb 4Mbx16 parts down 1%.

4% price increase for low density-512Mb NAND Flash

Overall, NAND flash prices went up on tight supply in the spot market. However, we can still see the persistent trend of moving mainstream density up by lowering its price. Demand from China is still quite strong. Price trend generally speaking is still going up. Prices for low density chips such as 512Mb and 256Mb increased 2-4%. The 512Mb prices increased to USD4.84 this week due to a Korean manufacturer decided to stop producing this chip at 120nm node. 1Gb and 8Gb chips are the only two products seeing a drop this week, falling to USD8.56 and USD59.42, respectively.