DRAMeXchange sees signs of DRAM spot price stabilization

[Apoptosis]

DRAMeXchange sees signs of DRAM spot price stabilization
　

Taipei, February 26, 2008---DRAM spot prices keep heading south after seeing price of DDR2 512Mb eTT and DDR2 1Gb eTT dropped below US$1 and US$2 mark on February 13 and February 15. Price of the former dropped by 15.7% over the weak February 12-20 and closed at US$0.86, where price of the later dropped by 21.3% in the same period and closed at US$1.66.
　


"The downward price trend shows stabilizing trend in the week February 19-25. Price of DDR2 512Mb and 1Gb stayed at US$1 and US$2 range without further drop. Price of DDR2 1Gb eTT only posted a mere sequential drop of 2.3% only and price of 1Gb eTT even posted a sequential gain of 3.4%," said DRAMeXchange analysts, "industry players commented that marketers generally regard US$0.80 as a price bottom of DDR2 512Mb eTT after information about variable cost was revealed last December. When price once hit US$0.85, some speculation activities were encouraged and led to a price surge. Given that 1H is the tradition slow season for DRAM, and that recent transaction in the spot market is sluggish, we regard this price up as a temporary price rebound that requires further observation."
Regarding the price trend in contract market, price of DDR2 667 1GB is flat on month at US$18 level. As the price drop in spot market is stronger-than-expected after Chinese New Year, and that DRAM makers are all subject to inventory level, DRAMeXchange believes chipmakers will have a weaker bargaining power for 1HMar deal. Contract price is very likely to stay flat in the next update.

About DRAMeXchange
DRAMeXchangeDRAMeXchange is a global leading provider of market intelligence, in-depth analysis reports and consultant services on major electronics components. Our company consists of 2 major research divisions---DRAMeXchange and WitsView, which cover the DRAM, NAND Flash, PC and display research sectors. You can learn more about DRAMeXchange by visiting http://www.dramexchange.com.
　
In the year 2000, the company started to deliver market intelligence services under the name of DRAMeXchange technology. This included the current business environment, real-time spot trading prices, market trends, capital spending and wafer capacity trends, the impact of DRAM/flash memory products on the market, and other relevant PC industry information.