By Joyce Yang, Marketing Intelligence Team, DRAMeXchange
From August 16 to August 23, spot price drop of DDR 256Mb 32Mbx8 narrowed down, however, it still suffered a drop of around 2%. Spot price for 256Mb 32Mbx8 400MHz was down from US$2.58 to US$2.53 while 300MHz part was down from $2.60 to $2.55.
DDR 512Mb 64Mbx8 was the only DRAM, which countered against drop with the least drop of 0.16% and was traded from US$6.1 to US$6.09. While for the high frequency DDR2 512Mb 64Mx8 533MHz, it was traded in the range of US$5.25 to US$5.23.
From August 3 to August 23, DDR 256Mb 32Mx8 400MHz has dropped 8%, down from US$2.73 to the August 23's closing price of US$2.53. Although most marketers still hold positive outlook for the demand in September and October, they tend more cautious upon the recent weak pricings and are reluctant to accumulate inventory in the last two weeks.
2H August contract price update
Constrained by the negative impact of weak DRAM spot pricings, most PC OEMs requested memory makers to quote DDR 256MB price as flat as he previous update's. Though DRAM makers have indicated they have applied a slight raise of US $0.25 to US $0.5 (1-2% growth) to some OEM customers and flat prices for certain customers.
As more DRAM capacity is allocated to DDR2 production, some PC OEMs indicated that they are experiencing tighter supply in DDR modules since June. With reference to the contract prices of the second half of August, prices for those DDR2 512MB parts in the 'high' range continue to shrink with some 'low'-ranged DDR2 512MB prices set even lower than the same density DDR low range.
(More forecast reports for DDR/DDR2 spot and contract prices will be available for DRAMeXchange Market Intelligence Gold/Platinum members.)
By Judy Chen, Marketing Intelligence Team, DRAMeXchange 4Gb and 8Gb NAND Flash spot prices rebound 2% upon speculation activities
Spot prices for 1Gb, 2Gb, 4Gb and 8Gb NAND Flash were respectively closed at US$6.97, US$12.78, US$23.67 and US$45.41 on August 22. Over the week August 16-23, high-density parts enjoyed rebound while low-density reported slight drop only.
Although demand from memory card, UFD (USB Flash drive) and MP3 players was weak at the spot market, spot prices for high-density NAND flash (including 4Gb and above) grew by 2% last week amid brokers and traders' profit-gaining activities.
For the supply side, available NAND Flash at the market was limited due to the huge consumption amount of high-density parts driven by MP3 player and handset makers; tight supply thus accelerated speculation transaction activities for high-density Flash.
Spot prices for low-density NAND Flash (2Gb and below), stood firm and report slight drop only.
As the long holidays in Europe are about to end and demand for Christmas ramps, we believe that spot prices of NAND Flash will attain stronger upbeat strength when these demands emerge with a more substantial strength.
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