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To: FJB who wrote (1393)	6/7/2007 12:50:58 PM
From: etchmeister	Read Replies (1) \| Respond to of 43609

DRAM contract price weakness persists, but market generally optimistic about future trend Printer friendly Related stories Comments Email to a friend Latest news Hans Wu and Esther Lam, DIGITIMES, Taipei [Thursday 7 June 2007] Although DRAM contract prices continues to drop in June, industry players are generally optimistic about the future price trend, citing stabilizing demand and improving supply-demand balance. The sequential price drop widened in the first half of June, according to figures posted by DRAMeXchange. The memory-trading firm said the magnitude of the price drop was limited in light of the price rebound as seen earlier in the spot market. The firm added in saying that a price rebound is likely in July, given that DRAM makers are producing below cost and anticipated total DRAM output reduction. Echoing Elpida Memory's observation of a low inventory level among PC OEMs and DRAM makers, as well as the projection of a DRAM shortage in the second half of 2007, local DRAM industry players are speculating that the Japanese chipmaker is booking capacity for the third quarter. Nanya Technology spokesperson and vice president of global sales and marketing Pei-lin Pai echoed the sentiment, saying that the company is landing additional orders from PC OEMs now and customers tend to be willing to accept a 20-30% price premium over the present average selling price (ASP) for these new orders. Pei added that inventory level of Nanya has been reduced below seven days and peers' are also having their inventory days lowered to a 2-3-week level. He projected that DRAM contract price should remain stable for all of June. Mainstream 512Mbit DDR2 contract prices: Jan-Jun 2007 (US$) Period DDR2-667 (64Mbx8) Change DDR2-667 (32Mbx16) Change 1H Jan 5.88 (1.78%) 5.88 (1.78%) 2H Jan 5.75 (2.21%) 5.75 (2.21%) 1H Feb 5.00 (13.04%) 5.00 (13.04%) 2H Feb 4.38 (12.40%) 4.38 (12.40%) 1H Mar 3.81 (13.01%) 3.81 (13.01%) 2H Mar 3.00 (21.26%) 3.00 (21.26%) 1H Apr 2.50 (16.67%) 2.50 (16.67%) 2H Apr 2.13 (14.80%) 2.13 (14.80%) 1H May 1.94 (8.92%) 1.94 (8.92%) 2H May 1.81 (6.70%) 1.81 (6.70%) 1H Jun 1.66 (8.29%) 1.66 (8.29%) Source: DRAMeXchange, compiled by Digitimes, June 2007 SRAM Price Fixing? Allegation of SRAM Price Fixing! Contact Our Law