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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (15161)	6/1/2005 1:46:33 PM
From: etchmeister	Read Replies (1) \| Respond to of 25522

DRAMeXchange: DRAM spot prices to stabilize in June Latest news Market Intelligence, DRAMeXchange; Carrie Yu, DigiTimes.com [Wednesday 1 June 2005] The average spot prices of DDR 256Mbit have plummeted over 40% since mid February and most DRAM makers experienced losses in April and May as the average price dropped below US$2.50. However, spot prices are expected to stop falling this month. Taiwanese DRAM makers saw their gross margins slump to around 16-27% in the first quarter of 2005, down from 32-45% in the second half of last year. Therefore, to increase their margins, some DRAM makers have reallocated their capacity to other products such as NAND flash or foundry orders. Also, as makers ramp up capacity for DDR2 chips, the bit growth for DDR memory will run short of demand in July and August. If DRAM supply trends in this fashion, DRAM spot and contract prices will stabilize or be slightly up in June. NAND flash spot prices plunge 6-13% for high-density chips Spot prices dropped as much as US$2 some days last week, leading to spot prices for most high-density NAND flash chips being priced below contract prices. The spot prices for 8Gbit and 2Gbit chips fell 6-10% below contract prices while spot prices for 1Gbit to 8Gbit chips all dropped at least 6% this week. However, 1Gbit and 4Gb parts are still sold at a premium over contract prices. Low-density chip demand shifting from 512Mbit to 1Gbit Handset demand is still the main driving force for the current NAND flash market and the mainstream memory card size for new handset models due out in the third quarter has now moved to 128MB (1Gbit). With the mainstream density moving from 64MB to 128MB, demand for NAND flash memory has begun to shift from 512Mb to 1Gbit. As a result, 1Gbit spot prices are still above US$8 while those for 512Mbit have stopped rising and the average spot price now remains at US$5.86. May24-May31: 256Mbit (32Mbitx8) DDR spot prices (US$) May24 May25 May26 May27 May30 May31 Change DDR400 2.3 2.33 2.3 2.34 2.33 2.31 0.6% DDR333 2.33 2.34 2.38 2.39 2.39 2.33 0.0% DDR266 2.39 2.39 2.39 2.39 2.39 2.39 0.0% Source: DRAMeXchange, compiled by DigiTimes, May 2005. May24-May31: SDRAM average spot prices (US$) May24 May25 May26 May27 May30 May31 Change 1Mbitx16 PC-166 0.45 0.45 0.46 0.47 0.47 0.47 4.4% 4Mbitx16 PC-166 1.01 1.02 1.02 1.02 1.02 1.02 1.0% 8Mbitx16 PC-133 2.22 2.22 2.22 2.23 2.23 2.24 0.9% 16Mbitx16 PC-133 3.63 3.63 3.63 3.64 3.64 3.64 0.3% 16Mbitx8 PC-133 2.82 2.82 2.83 2.83 2.84 2.84 0.7% 32Mbitx8 PC-133 4.16 4.16 4.16 4.16 4.16 4.16 0.0% Source: DRAMeXchange, compiled by DigiTimes, May 2005.