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Continuous DRAM tight supply will likely attain strong DDR2/DDR3 1Gb pricing trend to September

9 April 2010

Apr 9th,2010-----According to DRAMeXchange, given the aggressive demand from PC-OEMs, 1H’Apr. contract price still remains strong upward momentum that DDR3 is up 7% to US$46 while DDR2 is up 5% to US$42. From the market status, DRAM demand in 1Q10 and expected 2Q10 will be sustain the high level same as the peak in 4Q09.

DRAMeXchange: First time over 200M units, NB shipment growth is estimated at 30% YoY

31 March 2010

Mar.31st , 2010---DRAMeXchange has published the new research report toward Notebook industry. According to DRAMeXchange, NB shipment will have higher chance to grow over 200M units to 203M units with 27.3% YoY. Netbook is expected to grow 27.8% to 36.3M units while regular notebook will be adjusted up 27.2% to 167M units.

Mixed market concerns posed the slight ups and downs for 2H Mar. NAND Flash contract price

26 March 2010

Mar 26th,2010-----2HMar. NAND Flash contract price slightly fluctuated up or down within 5% due to the mixed favorable & unfavorable market factors. Most NAND Flash suppliers are benefited from the stable OEM orders from some electronic system customers, which will help to ease the impacts from the quarter-end inventory-cut & slow-season effects etc.

DRAM Industry enters positive circle and profit in next 3 years is expected

23 March 2010

Mar 23rd,2010-----With the fact of limited capacity expansion, CAPEX, immersion scanner and difficulty of technology migration below 40nm, DRAM supply bit growth will be limited in 2010 to 2012. Also, credit to recovering global economy, strong demand for corporate replacement and smartphone, DRAM demand will show the strong momentum.

iPad’s launch news will help stabilize the NAND Flash price trend

16 March 2010

Mar 16th,2010---------1HMar. mainstream MLC NAND Flash contract price roughly declined 1-7% due to the 1Q quarter-end accounting settlement effect, slow season issue and increasing white-box TLC memory card supply etc.. The market demonstrated the slower procurement activities after Chinese Lunar New Year, and NAND Flash price showed the floppy trend as well.


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