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.
Taipei,Oct. 6th,2009----From demand side perspective, DRAMeXchange expects that various of NAND Flash application end product will recover in 2010 given the better global economy. The density of traditional NAND Flash application such as MP3, memory card and UFD will be continuously lifted.
Taipei,Oct.5th,2009-----Contract price for commodity DRAM sharply dropped from 2007 due to the over-supply. The non-disciplined capacity expansion caused the commodity DRAM DDR2 price declined about 83% YoY. DDR2 contract price dropped another 30% YoY in 2008. DRAM vendors faced the challenging environment with low cash position on hand in 4Q08 and difficulty to raise the capital.
Taipei,Sep. 24th,2009---2HSep. mainstream MLC NAND Flash average contract price slightly rose 1%~3% due to the suppliers’ re-allocation policy by putting electronics system customers as the higher supply priority in September and October. Says DRAMeXchange.