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Published Nov.02 2009,16:22 PM (GMT+8)
As most branded NAND Flash suppliers benefited from the 4Q hot-season restock orders for electronic system maker clients after mid-3Q09, NAND Flash ASP slightly rose about 4% QoQ in 3Q09.
Published Oct.23 2009,15:35 PM (GMT+8)
2H Oct. mainstream MLC NAND Flash average contract price rose about 4%~7%. According to DRAMeXchange, the “High” price remains flat while “Low” price rose 7%~10% compared to the price in 1HOct since some vendors adjusted up the price continuously in past two weeks to reflect the tight supply.
Published Oct.20 2009,15:33 PM (GMT+8)
DRAM supply bit growth rate climbed to the rocket high to 95% and 65% in 2007 and 2008 respectively since many DRAM vendors expand their capacity without discipline. The DDR2 1Gb chip price had sharply dropped 74% to US$0.62 due to the over supply situation and global financial crisis happened in the 2H’08.
Published Oct.09 2009,10:24 AM (GMT+8)
1HOct. mainstream MLC NAND Flash contract average price rose about 8%to 10% since most NAND Flash vendors already receive the long-term orders for year end hot season from system customers and warming inventory replenishment demand for memory card.
Published Oct.06 2009,18:10 PM (GMT+8)
From demand side perspective, we expect various of NAND Flash application end product will recover in 2010 given the better global economy. The density of traditional NAND Flash application such as MP3, memory card and UFD will be continuously lifted.
Published Oct.05 2009,17:36 PM (GMT+8)
Contract price for commodity DRAM sharply dropped from 2007 due to the over-supply. The non-disciplined capacity expansion caused the commodity DRAM DDR2 price declined about 83% YoY.
Published Sep.24 2009,11:48 AM (GMT+8)
2HSep. mainstream MLC NAND Flash average contract price slightly rose 1%~3% due to the suppliers’ re-allocation policy by putting electronics system customers as the higher supply priority in September and October.
Published Sep.17 2009,15:15 PM (GMT+8)
Continuously with the strong upward pricing trend from 1H’Jul, both DDR2 and DDR3 spot price hikes to the 12-months record high recently. DDR2 1Gb eTT spot price rose 63% to US$1.71 in 9/15 from US$1.05 in 7/15.
Published Sep.09 2009,11:54 AM (GMT+8)
1HSep. NAND Flash mainstream average contract price adjusted up 3%~12% due to the inventory replenishment for hot season. Most NAND Flash suppliers have received restock orders from some electronics system customers for year-end sales.
Published Aug.27 2009,18:16 PM (GMT+8)
Several PC-ODM makers have released earning results for 1H’09 and most of them reveal a positive guidance toward 2H’09. According to DRAMeXchange, PC shipment is expected to have 20.6% growth in terms of quarterly basis.