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Politics : Formerly About Applied Materials
AMAT 249.89+3.1%Nov 26 3:59 PM EST

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To: Tony Viola who wrote (44996)4/4/2001 9:22:09 AM
From: Proud_Infidel  Read Replies (1) of 70976
 
[World DRAM Price] Microchip Prices Continue Falling in Major Markets
April 4, 2001 (TOKYO) -- A survey of world DRAM prices conducted by ICIS-LOR showed that the moving average prices of DRAMs for large users and spot prices are continuing to fall.



The moving average prices of 128Mb DRAMs (PC133, 16Mb x 8) for large users during the 30-day period from Feb. 15-March 16, 2001, were US$5.20 in North America, US$4.63 in Europe, and US$5.07 in Asia, the survey said.

Compared with DRAM prices for the 30-day period ending March 9, the prices declined 3.06 percent in North America, dropped 8.56 percent in Europe, and dipped 4.91 percent in Asia, the survey said.

Moreover, compared with the previous week, memory module prices for 128MB DIMM (PC133) dropped 3.3 percent to US$31.43 in North America, fell 2.85 percent to US$33.43 in Europe, and declined 3.15 percent to US$32.23 in Asia.

Inventory adjustments of PCs continue although makers have different adjustment plans, but uncertainties are hanging over future PC shipments, the survey said.

DRAM demand has moved upward compared with January when even lower prices failed to boost demand, but the upward trend has failed to push up prices, the survey said.

ICIS-LOR has bases in London, Houston and Singapore.

Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) March 15-April 16, 2001 (survey by ICIS-LOR)Area
Contract price
Week-on-week comparison

North America
US$5.20
-3.06%

Europe
US$4.63
-8.56%

Asia
US$5.07
-4.91%

*Week-on-week comparison is the comparison with the 30-day rolling averages of Feb. 8-March 9, 2001.

Previous report: Decline Trend Continues; Large User Prices Likely to Fall Below US$5

(Tamao Kikuchi, Nikkei Market Access)
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