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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 230.17-1.4%Nov 7 9:30 AM EST

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To: Fred Levine who wrote (7039)9/3/2003 9:30:34 PM
From: Proud_Infidel  Read Replies (1) of 25522
 
[World DRAM Price] Prices of 256MB DDR DIMMs Rise US$10 or More in 3 Months
September 3, 2003 (TOKYO) -- The rolling average prices of 256MB DIMMs (PC2100) on the spot markets in the 30-day period ending Aug. 15, 2003 (July 17-Aug. 15) were US$34.18 in North America, US$38.39 in Europe, and US$35.62 in Asia, according to the worldwide DRAM price research conducted by ICIS-LOR.

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

Compared with the previous week (the rolling average prices for the 30-day period ending Aug. 8), the prices rose 3.28% in North America, 3.46% in Europe, and 4.29% in Asia. As for memory modules, the prices for 128Mb DRAMs (PC133, 16M x 8) for large-volume users in North America and Europe remained unchanged from the previous week at US$2.83 and US$3.03, respectively, but rose by 8.06% to US$3.35 in Asia.

It has been around three months since the 30-day rolling average prices of Double Data Rate (DDR)-type 256MB DIMMs on spot markets started increasing. During that period, the prices have risen by US$10 or more, resulting in a 50% increase from the price recorded at the end of May.

Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) July 17 - August 15, 2003 (survey by ICIS-LOR)Area
Contract price
Week-on-week comparison

North America
US$2.83
0.00%

Europe
US$3.03
0.00%

Asia
US$3.35
+8.06%

*Week-on-week comparison is the comparison with the 30-day rolling averages of Jul. 10-Aug. 8, 2003.

Previous report: PC Makers Remain Bullish on Production

(Tamao Kikuchi, Nikkei Market Access)
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