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Politics : Formerly About Applied Materials
AMAT 261.81+0.4%3:59 PM EST

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To: A. Edwards who wrote (33401)12/1/1999 2:43:00 PM
From: Proud_Infidel  Read Replies (2) of 70976
 
[World DRAM Price] DRAM/DIMM Spot Prices Decline Four Weeks in a Row
December 1, 1999 (TOKYO) -- Despite a seasonal boom of demand, the 30-day rolling average price of 64Mb DRAMs on the spot market declined for the fourth straight week.




The spot price for 64MB dual inline memory modules (DIMMs, PC100) also diminished for the fourth consecutive week to levels observed before the September earthquake that hit Taiwan.

While prices for large users are still on an upward trend, it is expected that PC makers will increase pressure on DRAM makers to cut these prices next year.

The worldwide DRAM price survey by ICIS-LOR, which has bases in London, Houston and Singapore, showed that the 30-day rolling average of 64Mb DRAM (PC100, 8M x 8) prices for large users between Oct. 14 and Nov. 12 was US$10.47 in North America, US$11.09 in Europe and US$10.14 in Asia.

Compared with the 30-day rolling average price up to Nov. 5, it increased by 2.96 percent in North America, by 0.83 percent in Europe and by 1.36 percent in Asia.

Regarding prices of memory modules, the spot price for 64MB DIMMs (PC100) fell by 7.19 percent from the previous week to US$83.59 in North America, by 9.53 percent to US$86.52 in Europe and by 8.99 percent to US$85.61 in Asia.

Although some areas observed spot prices lower than prices for large users, the DRAM market is bullish, with vigorous demand expected in the year-end sales campaigns.

Therefore, it is likely that day-to-day spot prices will rally in the market to the level of prices for large users. But there are no prospects for a large increase in prices due to inventory held by some DRAM makers.

The price movement is forecast to stabilize by the end of this year.

nikkeibp.asiabiztech.com
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