Contract prices of 256MB DDR333 modules for the second half of July have risen to the US$37-39 range from US$33-36 for the first half of the month. The price hike reflects the expected...
The price premium that 400MHz 256Mbit DDR commands over 266/333MHz has widened to the point where further increases at the high end are being held in check. Once prices at the low...
Market sentiment for July is positive across the board. From chipset makers to motherboard makers to PC OEMs, the summer peak season has arrived and all are expecting growth and better...
DRAM spot prices are expected to remain level or increase slightly this week. Minor inventory adjustments in the channel by companies looking to improve first-half financial reports...
According to DRAMeXchange, DRAM contract prices have not increased the 20% from early this month as predicted by some industry analysts. Supply does show signs of tightening as distributors...
DRAM chip prices have spurted since mid-May and have overshot market expectations. However, the price rise will be mitigated by several factors. First, module prices have not fully...
As the second half of the year approaches and DRAM makers look beyond SARS, optimism reigns. Positive second-half forecasts and new quarterly-based volume commitments from PC OEMs...
Many players now perceive the end of the tunnel approaching, with bright lights just ahead. The retail channel, including shopping malls, has reopened in China and replenishment demand...
Contract prices for SDRAM in the second half of May remain unchanged on the first half while those for DDR have dropped slightly. Mainstream 256MB DDR branded modules are priced at...
Spot prices for 256Mbit DDR are set to fall below US$3, making it difficult for DRAM makers to raise contract prices. Meanwhile, module makers are reducing purchases, and motherboard...
The impact of SARS on the DRAM market is worsening in Asia, but effects from the imposition of duties on imports from Hynix Semiconductor in the US and Europe have yet to be seen.
