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Politics : Formerly About Applied Materials
AMAT 267.87-0.6%Dec 5 9:30 AM EST

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To: Proud_Infidel who wrote (47144)5/23/2001 8:54:23 AM
From: Proud_Infidel  Read Replies (1) of 70976
 
[World DRAM Price] Contract DRAM Microchip Prices Continue Falling as PC Shipments Slow
May 23, 2001 (TOKYO) -- Spot prices of 128Mb DRAMs (PC 133, 16M x 8) for contract users in the U.S. and Asian markets are still declining because of stagnant PC sales.



It is hardly possible to get a 20 percent growth over the previous year, nor is the capacity per unit growing. Demand is expected to grow around summer, but it is not yet known whether it will be strong enough to bring the contract prices up.

According to the world DRAM price survey conducted by ICIS-LOR, which has bases in London, Houston and Singapore, the moving average prices of 128Mb DRAMs for large users during the 30-day period of April 5-May 4, 2001 were US$4.43 in North America, US$4.33 in Europe, and US$4.11 in Asia.

Compared with the previous week (the average moving prices during the 30-day period ended April 27), the prices declined 1.64 percent in North America, increased 0.63 percent in Europe, and fell 0.86 percent in Asia.

As for memory modules, spot prices of 128MB DIMMs (PC133) fell 8.89 percent from the previous week to US$32.70 in North America, 4.23 percent to US$34.36 in Europe, and 5.57 percent to US$33.29 in Asia.

Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) April 5-May 4, 2001 (survey by ICIS-LOR)Area
Contract price
Week-on-week comparison

North America
US$4.43
-1.64%

Europe
US$4.33
+0.63%

Asia
US$4.11
-0.86%

*Week-on-week comparison is the comparison with the 30-day rolling averages of March 29-April 27, 2001.

Previous report: World DIMM Spot Prices Decline

(Tamao Kikuchi, Nikkei Market Access)
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