Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (3750)	6/18/2009 11:47:19 AM
From: etchmeister	Respond to of 3813

Cashflow.. me thinks we are on track and outlook should be somewhat on a positive side during upcoming Semicon West. Supposedly Toshiba's ramp had little impact on pricing - that's obviously good - that's probably why SNDK got slammed today by the "financial community" DDR3 contract prices to continue growth momentum in 2H June, says DRAMeXchange Printer friendly Related stories Comments Email to a friend Latest news DIGITIMES WiMAX portal Advertisement Press release; Jessie Shen, DIGITIMES [Thursday 18 June 2009] Contract prices for DDR3 are expected to continue growing in the second half of June, thanks to increased demand on the launch of ultra-thin notebooks, according to DRAMeXchange. As DDR2 contract prices will remain almost unchanged in the latter half of the month, the price gap between DDR2 and DDR3 is likely to widen. The average contract prices of 2GB DDR2 modules edged up 2-5% to US$21.50 in the first half of June, and 2GB DDR3 parts to US$23 by 4-5%, data gathered by DRAMeXchange show. The research firm said DDR2 prices will grow at a slower pace. The average spot price of DDR2 1Gb eTT fell back to US$1.04 on June 12, down about 22% from US$1.34 a month earlier (May 11), said DRAMeXchange. Quotes have risen 5% to US$1.09 recently as Hynix Semiconductor and Nanya Technology intend to raise their contract quotes, the research firm indicated. However, transaction volumes have remained low at the spot market. As for NAND flash, the spot market has remained stable since the beginning of June, DRAMeXchange said. The research firm expects the launch of Apple's iPhone 3G S and upcoming smartphones to help push up NAND flash demand, despite weaker demand from the memory card and USB flash drive segments. NAND flash prices have gone up to cost levels, allowing chipmakers to foresee more-favorable price trends for their profitability, according to DRAMeXchange. However, the prices will remain flat in the short term as demand has slowed down on seasonality.