Hi all; Update on spot pricing of DDR... DDR reaches new low premium over SDRAM:
PC133 DDR266 Premium Nov 1, 2000 $8.52 $31.80 273% Dec 1, 2000 $6.68 $28.00 319% Jan 1, 2001 $5.76 $17.00 195% Feb 1, 2001 $5.22 $14.80 184% Mar 1, 2001 $4.10 $12.35 201% Apr 1, 2001 $4.89 $10.41 113% May 1, 2001 $3.94 $ 6.62 68% Jun 1, 2001 $2.56 $ 4.50 76% Jul 1, 2001 $1.94 $ 2.68 38% Aug 1, 2001 $1.59 $ 2.15 35% Sep 1, 2001 $1.41 $ 1.94 38% Oct 1, 2001 $1.24 $ 1.93 56% Nov 1, 2001 $ .96 $ 1.50 56% Dec 1, 2001 $1.48 $ 2.75 86% Jan 1, 2002 $2.42 $ 3.49 44%
Dec 1, 2001 $1.48 $ 2.75 86% Dec 7, 2001 $1.91 $ 3.18 66% Dec 14, 2001 $1.80 $ 3.42 90% Dec 21, 2001 $1.93 $ 3.35 74% Dec 28, 2001 $2.32 $ 3.46 49% Jan 1, 2002 $2.42 $ 3.49 44% Jan 4, 2002 $2.94 $ 3.55 21% Jan 11, 2002 $3.51 $ 3.98 13%
Link for all prices: dramexchange.com
-- Carl
P.S. Note that Jack Robertson was completely wet when back on December 27th he wrote:
"DRAMexchange.com lists a 128-megabit 16Mx8 PC133 SDRAM at an average $2, just under half the ASP of the comparable density DDR chip at $3.46." #reply-16836724 But that the industry guru he quoted was exactly right: He also suspected the DDR price premium will narrow "from the bottom up" as producers shift more production into double-data-rate away from single data rate, causing SDRAM prices to rise." |