[World DRAM Price] Shortage of DRAMs May Affect PC Shipments
September 15, 1999 (TOKYO) -- The 30-day rolling average price of 64Mb DRAMs (PC100, 8M x 8) for large memory users during the period from July 29 to Aug. 28, 1999 was US$5.74 in North America, US$5.78 in Europe and US$5.90 in Asia.
Compared with that in the previous week (for 30 days from July 21 to August 20), the rolling average in North America is -1.64 percent, in Europe 4.10 percent and in Asia 0.00 percent.
As for the spot price of memory modules, 64MB dual in-line memory modules (DIMMs, PC100) rose 8.13 percent to US$54.24 in North America, 7.74 percent to US$55.34 in Europe and 5.80 percent to US$54.75 in Asia.
ICIS-LOR conducted a price survey at its London, Houston and Singapore bases.
The rolling average of the 64Mb DRAM (PC100) for long-term users in North America continues to decline. Although the spot price in the market has turned upwards, the price for large memory users remains the same.
The DRAM prices will affect shipments of PCs in the coming months. shipments are not likely to grow considerably because of a lack of parts.
There are reportedly short of supplies of LCD panels, Intel Corp.'s BX chipsets and secondary cache SRAM. Further, there have already been shortages of ICs for CD-ROM and flash memories for BIOS in some countries due to the recent power outage in Taiwan.
This situation is expected to be improved by makers' endeavors well before the year-end sales campaign, but for the time being PC parts will be in strong demand.
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