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DRAM supply in 'divergent mode'

Posted: 22 Dec 2005     Print Version  Bookmark and Share

Keywords:DRAM  DRAMeXchange  flash memory 

Despite spurred demand growth from early December, DRAM supply trended in a divergent mode as chipmakers found that rapid price drops had edged chip prices to their cost bottom, reports DRAMeXchange, a global primary provider of in-depth analysis reports and advisory services on DRAM and flash memory industry.

DDR 32Mbx8 400MHz has been up from Rs.91.7 ($2) to Rs.96.74 ($2.11) from Dec.14 to Dec. 20, while DDR 512Mb 64Mbx8 was up from Rs.176.52 ($3.85) to Rs.190.73 ($4.16). Marketers showed more interest to source for DDR2 chips, as evident in the stable spot prices of both major and NMB (non-major-brand) chips prices, said DRAMeXchange. Major and NMB DDR2 512Mb chip prices were stabilized at Rs.170.52 ($3.72) and Rs.138.92 ($3.03), respectively on Dec.20.

DRAMeXchange further reported that spot prices for 1Gb slipped 2 per cent at $7.54; 2Gb slipped 1 per cent at Rs.676.74 ($14.76); 4Gb slipped 1 per cent at Rs.1191.18 ($25.98); 8Gb slipped 2 per cent at Rs.2017.4 ($44); and 16Gb slipped 5 per cent at Rs.3418.57 ($74.56).

DRAMeXchange foresees NAND Flash spot prices to slide further as most NAND Flash makers and module houses set their deal date earlier in December and attempt to lower inventory by releasing more stocks. Some chipmakers may even ship unpacked chips in wafer form, added DRAMeXchange.

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