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DRAMeXchange indicates DRAM price continues to weaken despite production cutback

3 October 2008

Taipei, October 1, 2008 --- DRAM makers such as PSC, Elpida, and Hynix have separately announced production cutbacks on September 8th , 9th , and 18th. If the cutbacks proceed as scheduled, we expect to see a reduction in worldwide DRAM production by 5 to 6% around end of October to November.

DRAMeXchange indicates major players need to trim output to ensure market stability

17 September 2008

Elpida/PSC’s 10-15% output cut is not powerful enough to drive the swing. Most importantly are Korean makers, who have a combined market share of almost 50%, need to cut output by 10% or more to ensure stability in market.

DRAMeXchange indicates a new record low for DDR 1Gb

3 September 2008

Taipei, September 2, 2008 --- Demand for DRAM did not recover after the Beijing Olympics. Memory module makers, whom realize that their expectations have failed, are starting to initiate price cut in China.

DRAMeXchange indicates NAND Flash demand recovery in upcoming seasonal upturns

2 September 2008

Taipei, August 26, 2008 --- According to DRAMeXchange, demand for NAND Flash might have weaker expectation in 2H08, but a better sales recovery may be seen during the upcoming seasonal upturns as a sharp ASP slump may encourage consumption.

DRAMeXchange expects further drop of DRAM contract price in 2H August

29 August 2008

Taipei, August 19, 2008 --- According to DRAMeXchange,  DRAM spot price failed to rebound after 1Gb DDR2 eTT dropped below US$1.80 – a benchmark for a price bottom, on August 7.


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