NAND-based flash memory shipments accelerated sharply in August over July
What about September?
DDR and flash spot pricing continued gaining strength between September 20-24, while SDRAM pricing was flat, according to DRAMeXchange.
For the NAND flash market, module makers and consumer electronics makers suggested that demand is now better than ever before. DRAMeXchange is seeing demand for 2Gbit NAND flash chips exceed supply in the spot market.
Average spot prices for 2Gbit (256Mbit×8) NAND flash chips increased by 19.5% to US$23.30 and 1Gbit (128Mbit×8) chips were up by 12.8% to US$9.40.
DRAMeXchange: DDR and NAND flash pricing gain steam; SDRAM flat
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Market Intelligence, DRAMeXchange; Jack Lu, DigiTimes.com [Thursday 30 September 2004]
DDR and flash spot pricing continued gaining strength between September 20-24, while SDRAM pricing was flat, according to DRAMeXchange.
Average spot prices for 256Mbit (32Mbit×8) DDR333 chips increased by 1.4% to US$3.41, and DDR400 chips went up by 1.7% to US$4.66. Traders from the US were the biggest buyer for these two types of chips for that period.
DRAMeXchange believes that demand for DRAM modules has also picked up further, driven by PC OEMs seasonal inventory builds. In addition, a shortage in the spot market and the coming long vacation in China are creating an optimistic outlook for spot pricing in the short term.
In contrast, SDRAM pricing was flat last week. On September 24, there was only tiny demand from PC OEMs, focused on 16Mbit (1Mbit×16) PC-166 and 64Mbit (4Mbit×16) PC-143 chips.
Average spot prices for 16Mbit (1Mbit×16) PC-166 edged up to US$0.70 from US$.067, and 64Mbit (4Mbit×16) PC-143 increased to US$1.60 from US$1.58.
For the NAND flash market, module makers and consumer electronics makers suggested that demand is now better than ever before. DRAMeXchange is seeing demand for 2Gbit NAND flash chips exceed supply in the spot market.
Average spot prices for 2Gbit (256Mbit×8) NAND flash chips increased by 19.5% to US$23.30 and 1Gbit (128Mbit×8) chips were up by 12.8% to US$9.40.
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