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DRAMeXchange : Weekly Research : 【Market View】

【Market View】Will price break to a new lowest point?

Published 2001-04-24 (GMT+8)

Price can’t hold on again. Reasons? *Coming traditional slow season and no sign for picking up do make most of traders nervous about price and begin to off load their inventory. *Most of other board shipment will down around 30~40% month on month. Don’t show the good sign of coming season. *Heard that yield for Hynix and Micron have improved a little bit, meaning output is increasing. Inventory will be built soon. Who is the price killer this time? *Traders are the major price killers this time. Some of traders hold some inventory for last small raising wave, now they are beginning to off load those inventory. Price is looking for new low touch? *Last lowest period was at beginning of March. Most of marketers are watching carefully when is the new lowest point will come. Some say this time will break another new record, probably under the variable cost ( if, just if there are no other unexpected reasons).

The memory market watcher

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