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To: snapper who wrote (49013)	10/6/1999 1:30:00 AM
From: DJBEINO	Respond to of 53903

[World DRAM Price] Taiwan Quake Increases Prices Sharply October 6, 1999 (TOKYO) -- The world DRAM market is facing continued price increases due to inventory shortages, which were exacerbated by the recent earthquake in Taiwan. Immediately after this survey period, on Sept. 21, the earthquake in Taiwan occurred, and the price-soaring trends accelerated. The spot price of 64Mb DRAMs (PC100, 8M x 8) in North America rose from the US$14 range as of Sept. 17, 1999 (1) to the US$19 range by the following week on Sept. 24 (2). According to the world DRAM price survey by ICIS-LOR, the 30-day rolling average prices of DRAMs (PC100, 8M x 8) up to Sept. 17 (Aug. 19 - Sept. 17, 1999) were US$6.83 in North America, US$6.57 in Europe and US$6.85 in Asia. ICIS-LOR has operating bases in London, Houston and Singapore. Compared to the previous week (the 30-day moving average until Sept. 30), the prices rose by 9.54 percent in North America, by 4.52 percent in Europe and by 5.61 percent in Asia. As for memory modules, the spot prices for 64MB dual inline memory modules (DIMMs, PC100) increased by 20.36 percent from the previous week to US$78.96 in North America, by 19.80 percent to US$82.39 in Europe and by 18.14 percent to US$78.91 in Asia. The spot price of 64Mb DRAMs (PC100, 8M x 8) rose sharply by about 20 percent in all three regions. Before September, the rate of increase was in the single digits, but after the start of September the prices continued to rise by double-digit percentage points. Even before the earthquake, DRAM makers didn't have any inventory, so PC makers have been rushing to secure supplies. DRAM makers held down production of wafers because of the price decline that lasted until June of this year, and this has contributed to the current shortages. While DRAM makers are rapidly increasing input, it is likely to take until December before they will be able to increase their shipments. nikkeibp.asiabiztech.com