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

To: robert b furman who wrote (49746)	7/25/2001 7:52:14 AM
From: Proud_Infidel	Respond to of 70976

[World DRAM Price] Spot Price of 128Mb DRAMs Continues to Drop July 25, 2001 (TOKYO) -- The declining trend of DRAM microchip prices is continuing on a worldwide basis. The 30-day rolling average prices of 128Mb DRAM (PC133, 16M x 8) for the spot market fell between US$2 and US$2.5, and is still declining, sagging below the US$2 level on a daily basis. According to a worldwide survey of DRAM prices by ICIS-LOR, which has bases in London, Houston and Singapore, the 30-day rolling average prices through July 6, 2001 for 128Mb DRAMs (PC133, 16M x 8) for large users were US$3.20 in North America, US$3.22 in Europe and US$3.23 in Asia. In comparison with the previous week's 30-day rolling average prices through June 29, the prices declined 3.93 percent in North America, 0.94 percent in Europe and 6.58 percent in Asia. As for prices of memory modules, the spot price for 128MB DIMMs (PC133) in North America dropped 4.61 percent from the previous week to US$17.64, down 9.62 percent in Europe to US$20.50, and off 9.07 percent in Asia to US$17.55. Some of the DRAM makers are starting to restrain further investments. But on the other hand, there are plans to shift to 300mm wafer LSI production lines to those for DRAM production. Therefore, unless existing production lines are shifted to those for items other than DRAMs, production capacity will likely rise again. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) June 7-July 6, 2001 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$3.20 -3.93% Europe US$3.22 -0.94% Asia US$3.23 -6.58% *Week-on-week comparison is the comparison with the 30-day rolling averages of May 31-June 29, 2001. Previous report:Contract Prices Decline, Causing Some Plants to Shut (Tamao Kikuchi, Nikkei Market Access)