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Wednesday 20 April 2005
DRAMeXchange: DDR2 price premium narrows to 5-10% in contract market
Currently, DDR2 chips in the spot market account for less than 5% of total DDR2 chip supply, according to a DRAMeXchange survey of major module houses and channel suppliers. Although...
Wednesday 13 April 2005
DRAMeXchange: DRAM spot prices down again, but low-density NAND flash up
Demand for DRAM remained 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...
Thursday 7 April 2005
DRAMeXchange: Contract prices may come back to haunt spot market
Spot pricing seemed to bottom out early last week, as DRAM suppliers stopped releasing their inventory into the market. In general, in order to bolster their financial results, DRAM...
Wednesday 30 March 2005
DRAMeXchange: DDR prices drop below cost
Memory pricing was still trending downward last week, despite demand from Hong Kong during the Easter holiday helping to hold off the fall temporarily. Since mid-March, falling ASPs...
Wednesday 23 March 2005
DRAMeXchange: NAND flash price up 6%, but still waiting for DRAM demand
A combination of the slow season for DRAM and weak demand from China, Europe and US has led prices to follow a downward trend. On top of weak demand, DRAMeXchange is also seeing an...
Wednesday 16 March 2005
DRAMeXchange: More bargaining power for PC OEMs
Over the past two months, PC shipments have been lower than expected, causing weaker demand for DRAM in the contract market. In addition, DRAM suppliers have not released their chips...
Wednesday 9 March 2005
DRAMeXchange: Weak confidence, sluggish pricing
Market players are downbeat about the pricing outlook in the market, as the spot price for mainstream DDR400 has fallen below US$3.75, down from US$4.04 in January. Likewise, the...
Wednesday 2 March 2005
DRAMeXchange: Post-holiday market still on the downside
The dispirited DRAM spot market still showed no sign of a pull-back last week after the Chinese New Year holiday. Overall, prices for DDR and NAND-flash spot prices are headed in...
Wednesday 23 February 2005
DRAMeXchange: Month-end billing pressure, weak demand see DRAM prices trend down
A week after Chinese New Year, demand is still stagnant, with buyers still to make a move. Supply saw some replenishment in the spot market due to month-end billing pressure from...
Wednesday 16 February 2005
DRAMeXchange: Anticipate additional DRAM demand from China
Due to Chinese New Year, trading was quiet in the DRAM spot market last week. In the contract market, after the first drop in prices, demand from PC OEMs remained weak in the first...
Friday 4 February 2005
DRAMeXchange: DRAM chipmakers to shift more capacity to NAND flash memory
DRAMeXchange predicts that chipmakers will try to meet growing demand for NAND flash memory by shifting more of their DRAM capacity to the making of NAND-flash chips, which have higher...
Wednesday 2 February 2005
DRAMeXchange: Prices end January lower
DRAM pricing struck a low note at the end of January, with quiet demand in the run-up to the Chinese New Year period failing to stimulate interest among the PC OEMs in sourcing memory...
Wednesday 26 January 2005
DRAMeXchange: Cautious demand with constrained supply
Trading was slow, with constrained supply, in the DRAM spot market last week. Believing that demand for Chinese New Year would show up at the end of this month, DRAM suppliers have...
Thursday 20 January 2005
DRAMeXchange: Quiet week
Last week was a quiet week for the DRAM market with little in the way of transactions. China and Europe buyers hesitated about buying since they believe future demand is grim. Despite...
Wednesday 12 January 2005
DRAMeXchange: Contract, spot see in new year with slight upside
DRAM contract and spot prices kicked off 2005 with a slight increase amid slow trading, limited supply and weak demand. However, DRAMeXchange projects prices will begin to drop next...