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Politics : Formerly About Applied Materials
AMAT 231.63+2.9%10:30 AM EST

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To: John Trader who wrote (49049)7/11/2001 8:01:09 AM
From: Proud_Infidel  Read Replies (1) of 70976
 
[World DRAM Price] Contract Prices Decline 20 Pct., Spot Prices 30 Pct. in U.S., Europe
July 11, 2001 (TOKYO) -- Prices of worldwide 128Mb DRAMs (PC133, 16M x 8) are dropping for both large-volume users and spot dealings.



According to a worldwide DRAM price survey conducted by ICIS-LOR, based in London, Houston, and Singapore, the 30-day rolling average prices of 128Mb DRAMs (for May 24-June 22, 2001) for large-volume users were US$3.57 in North America, US$3.25 in Europe, and US$3.57 in Asia.

Compared with the previous week (30-day rolling average prices through June 15), the prices fell 7.46 percent in North America, 3.07 percent in Europe, and 3.09 percent in Asia. As for the memory-module prices, the spot price of 128MB DIMMs (PC133) fell 8.5 percent to US$19.83 in North America, 7.16 percent to US$24.70, and 6.21 percent to US$20.76 in Asia.

Compared with the previous month, the 30-day rolling average prices of 128Mb DRAMs for large users fell as much as 20 percent both in North America and Europe, and 10 percent in Asia. As for 128MB DIMM modules, the 30-day rolling average spot prices fell 30 percent from the previous month in all three regions. If the DRAM prices continue to decline at the same pace, there is a possibility that 128Mb DRAM rolling average prices for large users will decline to less than US$3.0 and spot prices to less than US$2.0 in one month.

As it seems that the worldwide demand for PCs in the second quarter of 2001 declined compared with the same period the previous year, there will be no sign of a market recovery. Only Dell Computer Corp., which among PC-brand makers has sustained growth, may also see its sales level off.

Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) May 24-June 22, 2001 (survey by ICIS-LOR)Area
Contract price
Week-on-week comparison

North America
US$3.57
-7.46%

Europe
US$3.25
-3.07%

Asia
US$3.57
-3.09%

*Week-on-week comparison is the comparison with the 30-day rolling averages of May 17-June 15, 2001.

Previous report: Spot Prices for DRAMs Drop Below US$3

(Tamao Kikuchi, Nikkei Market Access)
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