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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: John Trader who wrote (46073)	5/2/2001 8:04:23 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

[World DRAM Price] DRAM Spot Prices Increase in Three Main Regions May 2, 2001 (TOKYO) -- While the prices of 128Mb DRAMs (PC 133, 16Mb x 8) for large users are still declining both in North America and Asia, the prices are rising in Europe, and yet the daily spot prices for all three regions are showing increases. The market is not in a serious condition. The memory microchip industry has undergone inventory adjustments, and has generated balances between supply and demand. It appears that some DRAMs are beginning to be in short supply.<BR><BR>According to the world DRAM price survey conducted by ICIS-LOR, which has bases in London, Houston and Singapore, the moving average prices of 128Mb DRAMs (PC 133, 16Mb x 8) for large users during the 30-day period of March 15-April 13 were US$4.68 in North America, US$4.22 in Europe, and US$4.28 in Asia. Compared with the previous week (the average moving prices during the 30-day period ending April 6), the prices declined 1.53 percent in North America, increased 0.9 percent in Europe, and fell 1.94 percent in Asia. As for memory modules, spot prices of 128MB DIMMs (PC 133) rose 3.96 percent from the previous week to US$ 35.50 in North America, rose 2.14 percent to US$ 35.78 in Europe and rose 3.01 percent to US$ 35.75 in Asia.<BR><BR>The price of a 128MB DIMM is only about 2 percent or 3 percent of a PC's cost. Considering the above situation, higher DRAM prices should be reasonable for memory makers, but on the other hand, the memory industry had the bitter experience that the size of PC expansion memory was suppressed due to the soaring costs of DRAMs in the first half of 2000. DRAM makers seek to avoid the soaring prices that were experienced in 2000, and to especially avoid extreme price rises for the large users.