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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 223.95+1.7%Nov 21 9:30 AM EST

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From: etchmeister5/13/2011 12:03:18 AM
   of 25522
 
so we are not going down hell in a bucket
Happy new year....
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DRAM prices increase in early May on strong demand growth
The contract prices of dynamic random-access memory (DRAM) chips increased in the first half of May, due to strong demand from PC manufacturers, reported DRAMeXchange yesterday.

The Taipei-based market research firm found that in the first half of May, the contract price for DDR3 2Gb chips rose to US$2.13, an increase of 3.4 percent from the later half of April.

The firm attributed the increase to strong demand from PC manufacturers.

According to DRAMeXchange, PC manufacturers want to increase their shipments to gain further inroads into the market now that Acer's business has been on the decline.

Acer dropped a bombshell on the PC industry earlier this year when it approved the resignation of then CEO Gianfranco Lanci, under whose leadership the company missed its sales targets several times.

Further, DRAMeXchange said PC manufacturers placed more orders with DRAM makers, some of which have reported problematic yield rates and may reduce their supplies.

At least two DRAM manufacturers have reported problematic yield rates with their 40-nanometer processes, DRAMeXchange said.

Given that demand from PC manufacturers will continue to be strong, prices are likely to increase in the later half of May and the first half of June, it said.

Memory chip maker stocks mostly fell yesterday. Nanya Technology shed 0.37 percent to NT$13.35, while Inotera fell 2.14 percent to NT$13.75. The TAIEX declined slightly by 2.88 points to 9.020.4.
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