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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 226.05+1.3%Nov 14 9:30 AM EST
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From: etchmeister11/27/2006 11:05:33 AM
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Better-than-expected DDR2 contract prices in 2H November
(somewhat contradicting GS and ML's official partyline about CPU/PC)


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Press release, November 27; Esther Lam, DigiTimes.com [Monday 27 November 2006]

Although market players generally believed DDR2 contract prices would stay flat in the second half of November, prices are rising instead due to strong PC demand for the upcoming Christmas season, supply issues related to some makers transitioning to 90nm production and growing demand for DDR2 512MB 667MHz DIMMs.

PC OEMs that have increased their DRAM content per box to 1GB and offered aggressive price cuts for notebooks prior to Christmas have successfully encouraged consumption, DRAMeXchange said. The firm said some PC OEMs are concerned that the ratio of 1GB systems will be lower than expected due to the current DRAM shortage, as some DRAM makers are encountering production issues as they transition to 90nm production and customers are seeking additional stocks from other locations.

Projecting DRAM contract pricing for the first half of December, DRAMeXchange says the stronger pricing is likely to persist.

Mainstream DRAM contract prices, Jan-Nov 2006 (US$)

Period


256Mbit (32Mbx8) DDR-400


Change


512Mbit (64Mbx8) DDR-400


Change


512Mbit (64Mbx8) DDR2-533


Change


512Mbit (64Mbx8) DDR2-667


Change

Jan 1H


2.01


3.08%


4.14


1.47%


3.95


3.13%


4.24


0.95%

Jan 2H


2.01


0.00%


4.14


0.00%


4.09


3.54%


4.44


4.72%

Feb 1H


2.05


1.99%


4.23


2.17%


4.7


14.91%


5.46


22.97%

Feb 2H


2.08


1.46%


4.29


1.42%


5.13


9.15%


5.55


1.65%

Mar 1H


2.09


0.48%


4.3


0.23%


5.43


5.85%


6.4


15.32%

Mar 2H


2.06


(1.44%)


4.24


(1.40%)


5.38


(0.92%)


6.28


(1.88%)

Apr 1H


2.06


0.00%


4.24


0.00%


5.33


(0.93%)


6.15


(2.07%)

Apr 2H


2.1


1.94%


4.33


2.12%


5.4


1.31%


6.2


0.81%

May 1H


2.19


4.29%


4.5


3.93%


5.4


0.00%


6.28


1.29%

May 2H


2.28


4.11%


4.68


4.00%


5.23


(3.15%)


5.98


(4.78%)

Jun 1H


2.28


0.00%


4.68


0.00%


4.91


(6.12%)


5.7


(4.68%)

Jun 2H


2.26


(0.88%)


4.65


(0.64%)


4.73


(3.67%)


5.26


(7.72%)

Jul 1H


2.33


3.10%


4.78


2.80%


4.73


0.00%


5.18


(1.52%)

Jul 2H


2.4


3.00%


4.93


3.14%


4.83


2.11%


5.18


0.00%

Aug 1H


2.44


1.67%


5


1.42%


4.9


1.45%


5.19


0.19%

Aug 2H


2.51


2.87%


5.15


3.00%


4.9


0.00%


5.19


0.00%

Sep 1H


2.58


2.79%


5.31


3.11%


5.06


3.27%


5.25


1.16%

Sep 2H


2.58


0.00%


5.33


0.38%


5.28


4.35%


5.4


2.86%

Oct 1H


2.69


4.26%


5.58


4.69%


5.54


4.92%


5.59


3.52%

Oct 2H


2.69


0.00%


5.58


0.00%


5.69


2.71%


5.75


2.86%

Nov 1H


2.69


0.00%


5.58


0.00%


5.69


0.00%


5.75


0.00%

Nov 2H


2.69


0.00%


5.58


0.00%


5.81


2.11%


5.95


3.48%

Source: DRAMeXchange, compiled by DigiTimes.com, November 20
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