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To: etchmeister who wrote (5723)	4/22/2008 10:03:02 PM
From: etchmeister	Respond to of 5867

Neither Vista nor "recession jitters" were the problem - more or less self inflicted. Hey anybody out there that can actually quantify the fallout of mortage mess on memory market? I doubt it but people always want to know a reason. Me thinks next SICAS data will reveal the shift from 200mm to 300mm; it seems it took longer to get 200mm off the market though. Sources at memory makers indicated that the average DRAM content per box has risen to 1.7GB, with another 20% growth in memory density expected in the second half of 2008. DRAM contract prices post mild growth in 2H April Printer friendly Related stories Comments Email to a friend Latest news Josephine Lien and Hans Wu, Taipei; Esther Lam, DIGITIMES [Tuesday 22 April 2008] The latest DRAM contract prices have shown a long-awaited upward trend, with prices of mainstream components experiencing a mild sequential growth, according to figures posted by DRAMeXchange. The price of most DRAM chips enjoyed a sequential growth of over 3% in the second half of April amid supply reduction. The reduction mainly comes from a Korea- and a Taiwan-based customer's problematic transition to 66nm and 70nm, respectively, said DRAMeXchange. Despite an improving pricing environment, DRAM makers are still not content about the growth, saying that they think it is more reasonable to have an appreciation of 20% for the entire month of April. While an improving pricing environment is seen, the price gap between 1GB and 2GB modules is also being highlighted, said DRAMeXchange. The shipment proportion of 1GB and 2GB are closing to each other as chip prices drop. Sources at memory module makers record that the shipment ratio between 1GB and 2GB modules was 2:1 in the first quarter of 2008. Sources at memory makers indicated that the average DRAM content per box has risen to 1.7GB, with another 20% growth in memory density expected in the second half of 2008. Most of the systems that are about to launch in the second half of 2008 will support 2GB modules, they project. Mainstream DDR2 contract prices, Jan-Apr 2008 (US$) Period DDR2-667 512Mb (64Mbx8) Change DDR2-667 512Mb (32Mbx16) Change DDR2-667 1Gb (128Mbx8) Change DDR2-667 1Gb (64Mbx16) Change DDR2-800 1Gb (128Mbx8) Change DDR2-800 1Gb (64Mbx16) Change 1H Jan 0.88 NA 0.88 NA 1.75 NA 1.75 NA NA NA NA NA 2H Jan 0.91 3.4% 0.91 3.4% 1.81 3.4% 1.81 3.4% 1.88 NA 1.75 NA 1H Feb 0.94 3.3% 0.94 3.3% 1.88 3.9% 1.88 3.9% 1.88 0.0% 1.88 7.4% 2H Feb 0.94 0.0% 0.94 0.0% 1.88 0.0% 1.88 0.0% 1.88 0.0% 1.88 0.0% 1H Mar 0.91 (3.2%) 0.91 (3.2%) 1.81 (3.7%) 1.81 (3.7%) 1.81 (3.7%) 1.81 (3.7%) 2H Mar 0.91 0.0% 0.91 0.0% 1.81 0.0% 1.81 0.0% 1.81 0.0% 1.81 0.0% 1H Apr 0.91 0.0% 0.91 0.0% 1.81 0.0% 1.81 0.0% 1.81 0.0% 1.81 0.0% 2H Apr 0.94 3.3% 0.94 3.3% 1.88 3.9% 1.88 3.9% 1.88 3.9% 1.88 3.9%