According to DRAMeXchange, with the aggressive DDR3 migration in PC-OEMs and enhancing demand, DDR3 contract price has sharply rose 36% in line with the 24% increase of spot price. DDR2 contract price also hiked along with the DDR3 contract price that 3Q09 DDR2 contract price has rose 31% due to the tight supply in DDR2 and DDR2 inventory replenishment from some PC-OEMs.
2009/11/01------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. Total branded NAND Flash shipment increased about 17% QoQ and it resulted in the overall branded NAND Flash makers' revenue improvement in 3Q09.
2009/10/23-------2HOct. 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.
Taipei,Sep 17th,2009----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. With rebounding DRAM price, Taiwanese DRAM vendors record 10% and 19% monthly revenue growth for July and August respectively.Says DRAMeXchange.
2009/10/9—According to DRAMeXchange, NB shipment is expected to grow 16%~18% in terms of ODM basis in 2010 and regular notebook will be re-emphasized instead of netbook strategically.