DRAM contract quotes remain flat in 1H December (follow up on NVLS mid quarter update)
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Advertisement Josephine Lien, Taipei; Jessie Shen, DIGITIMES [Thursday 10 December 2009]
DRAMeXchange data show that contract prices for DRAM chips have remained unchanged in the first half of December, beating industry sources' estimate of a slight dip. Pai Pei-Lin, vice president and spokesperson of Nanya Technology, have commented that the prices have been kept from declining by an influx of short lead-time orders from PC OEMs.
Average quotes for 2GB DDR2 and 2GB DDR3 stay flat at US$41 and US$39, respectively, for the first half of December, according to latest DRAMeXchange data. The price tracker last month estimated the prices for the entire December would fall by 5-10% sequentially to reflect seasonal patterns.
In the spot market, prices for 1Gb DDR2 have recently rebounded to approach US$2.50. Average prices for branded and effectively tested (eTT) 1Gb DDR2 chips rose 2.67% and 2.81% in one day to close at US$2.46 and US$2.34, respectively, on December 9, according to DRAMeXchange.
But contract prices for mainstream multi-level cell (MLC) NAND flash memory have trended downward for the first half of December. DRAMeXchange data show quotes for 16Gb and 32Gb MLC chips have slid 5-10% and 2-6% to average US$4.66 and US$7.26, respectively, for the first half of this month.
With contract prices for mainstream 16Gb and 32Gb MLC parts edging close to the spot segment, downstream suppliers tend to reduce their inventory levels to avoid the impact from depreciating inventory value, according to industry sources. |