2009 Nov 11th--------The fluctuation range for 1HNovember NAND Flash average contract price is around -2%~6% that since the year end inventory replenishment for hot season still effects, yet some vendors mildly adjust up contract price for certain products. However, with the raising portion in 3xnm process technology in November, also some vendors lower the contract price or remain flat.
2009/11/9-----According to DRAMeXchange, 1H’Nov contract price continues the sharply increasing upward pricing trend 13.9% to US$41 from US$36 due to the DDR2 shortage while the “High” contract price has surpassed spot price and reached US$50.
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.
Oct. 28, 2009－LEDinside, the LED research institution, points out that chip supply hasn’t ramped up in time, and demand has not been met, LEDinside projects that the prices in Q4 will likely remain flat amid the supply shortage. Same with prices in white LED, the situation will maintain before the 1st quarter in 2010.
