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【Market View】Vista launch expected to affect future DRAM price; SSD set to become the new killer application of NAND Flash
Published Jan.09 2007,15:35 PM (GMT+8)
Amid plunging DDR spot prices, DDR chip procurement has become more evident. On the other hand, DDR2 demand remains sluggish, as seen in the DXI decline from 4622 to 4612. Minimal changes are seen in the DDR2 contract price for 1HJan. The future DRAM price trend is expected to depend a great deal on how the market reacts to the upcoming Vista release.
【Market View】Sluggish DRAM spot market amid inventory checking；Certain NAND Flash spot prices stabilizes due to successful Wii sales
Published Jan.02 2007,17:48 PM (GMT+8)
Inventory checking and communication disruptions caused by an earthquake last week, significantly decreased the Spot market transactions. A Weak Spot Price was reflected by the DXI, where it decreased from 4633 to the 4631 level. As for the DRAM forecast in 2007, game console are expected to be the next driving force of the DRAM industry.
【Market View】DRAM Spot price drops amid weak Christmas demand; NAND Flash sees application in Vista Ready Boost
Published Dec.26 2006,17:56 PM (GMT+8)
Due to the approaching Christmas holidays, module vendors and brokers are adopting a wait and see attitude. Minimal transaction volume has resulted in the DRAM spot price to grow weaker, where the DXI lost 11 points, declining from 4644 to 4633. The DRAM contract price remained relatively the same in 2HDec, as several PC OEM makers have been experiencing better than expected sales.
【Market View】Brisk NB sales hold DRAM demand firm; Unabated NAND Flash demand persists despite X'mas approaches
Published Dec.19 2006,17:14 PM (GMT+8)
A weak DRAM spot price is seen, where the DXI increased from 4651 to 4655. In the contract market, as PC OEMs are experiencing better-than-expected sales, computer products will continue to be delivered until month’s end. Demand is expected to remain relatively strong.
【Market View】PC OEMs start pre-stocking DRAM; ReadyBoost to drive UFD sales growth
Published Dec.12 2006,17:11 PM (GMT+8)
DDR2 pricing maintains static at the spot market during the week Dec5-11 where contract market should sustain its price stability in 2HDec amid concern of insufficient stock.
【Market View】Stable DDR2 contract price in 1HDec; Wii- the chief NAND Flash capacity filler
Published Dec.05 2006,17:12 PM (GMT+8)
Month-end financial pressure has eased in the spot market. The DDR2 spot price has begun to show a rebound, as reflected by the DXI, where it increased from 4561 to the 4492 level. DDR2 contract prices in the 1H of Dec has remained relatively stable, as some DRAM makers still have bottlenecks in the 90nm manufacturing process, thus, the sufficiency gap is still tight.
【Market View】PC OEMs ink long-term DRAM supply contract; MP3-orient handsets to fuel NAND Flash demand in 2007
Published Nov.28 2006,12:00 PM (GMT+8)
PC OEMs ink long-term supply deal to ensure stable supply The relatively sharp fall of DDR spot prices had dragged DXI at 4,496 points last week. DDR2 transaction was limited as majority of supply has reserved to PC OEMs. Contract market, on the other hand, should capable to maintain its stability through 1Q07 on the observed long-term supply deal that inked among industry players.
【Market View】DRAM contract price trend beats forecast in 2HNov; NAND Flash card makers see microSD as new profitability source
Published Nov.21 2006,17:22 PM (GMT+8)
DRAM continues encountering divergent scenarios at different market places last week. Weak demand at the spot market
【Market View】DRAM Contract price expected to remain flat for 2HNov ; NAND Flash oversupply dampens price trend
Published Nov.14 2006,15:53 PM (GMT+8)
Drop in motherboard shipments has affected DRAM demand at the spot market, as reflected by the mild DDR2 price drop.
【Market View】DDR2 eTT rockets, Contract quotes persist stability ; A cold week for NAND Flash again
Published Nov.07 2006,15:55 PM (GMT+8)
DXI reserves up from 4,356 to 4,392 last week after experiencing DDR2 eTT (UTT) price rebound.
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