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An equilibrium guarantees stable NAND Flash pricing in Q4
After experiencing a mild shortage for two consecutive quarters in Q2 and Q3, global NAND Flash sufficiency is expected to stay in a notionally equilibrium in Q4. Supply bit growth is expected to be 14% at 1,800 mn units of 8Gb-equiv units and demand bit growth is expected to be 13% at 1,810 mn units of 8Gb-equiv units in Q4. 10/28

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Inventory dumping of Hynix NAND Flash weighs on overall pricing
Fundamental demand is slow after the CNY holidays as expected. Situation gets worse because some traders were found dumping Hynix 41nm NAND this week. 03/05

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Shortage not necessarily points to a sustainable price upside
Thanks to the series of capacity cut since 4Q08, output of the mainstream 1Gb DDR2 has been dropped by 5% and 17% QoQ in 4Q08 and 1Q09, respectively. And QoQ output growth in 2Q09 will be marginal. By taking demand into account, we foresee a mild shortage to emerge as soon as in May, and the shortage is expected to enlarge in 3Q, the traditional hot season for PC sales and new PC model launch. 05/14

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Speculation trading gone
Overall DRAM spot pricing has mere change this week, as no more speculation trading is seen. 03/05

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Spot Price
Last update 10/03/11 19:00
Mode
Item
Daily High
Daily Low
Average
Change
  
MLC Flash 64Gb 8192Mx8
16.00
14.20
14.73
-0.06%
MLC Flash 32Gb 4096Mx8
8.10
6.35
7.06
0.00%
MLC Flash 16Gb 2048Mx8
4.10
3.84
3.93
0.00%
MLC Flash 8Gb 1024Mx8
4.15
3.75
3.98
-0.25%
SLC Flash 8Gb 1024Mx8
7.00
5.30
5.73
0.00%
 
 
Contract Price (1H Mar)
Last update 10/03/08 17:04
Mode
Item
High
Low
Average
High
Change
Low
Change
 
MLC Flash 64Gb 8192Mx8
17.00
13.60
14.78
-0.58%
0.00%
MLC Flash 32Gb 4096Mx8
8.10
6.40
7.04
0.00%
-1.53%
MLC Flash 16Gb 2048Mx8
4.30
3.85
4.15
-4.44%
-3.75%
MLC Flash 8Gb 1024Mx8
4.00
3.60
3.78
0.00%
0.00%
SLC Flash 8Gb 1024Mx8
6.00
4.00
4.98
0.00%
0.00%
SLC Flash 4Gb 512Mx8
3.95
3.50
3.59
2.59%
2.94%
 
 
Spot Price
Last update 10/03/11 19:00
Mode
Item
Daily High
Daily Low
Average
Change
  
DDR3 1Gb 128Mx8 White Brand
2.67
2.55
2.60
1.87%
DDR3 1Gb 128Mx8 1066/1333MHz
2.87
2.60
2.82
2.40%
DDR2 1Gb 128Mx8 800MHz
2.62
2.35
2.54
1.35%
DDR2 1Gb 128Mx8 White Brand
2.53
2.45
2.50
3.65%
 
 
Contract Price (1H Mar)
Last update 10/03/05 16:41
Mode
Item
High
Low
Average
High
Change
Low
Change
 
DDR2 1GB DIMM 667/800MHz
21.00
19.50
19.80
0.00%
0.00%
DDR2 2GB DIMM 667/800MHz
41.00
38.50
39.30
0.00%
-1.28%
DDR3 2GB DIMM 1333MHz
45.00
42.00
43.20
0.00%
5.00%
DDR2 1Gb 128Mx8 667/800MHz
2.44
2.28
2.33
0.00%
-1.38%
 
 
 
Contract Price (1H Feb)
Last update 10/02/08 15:20
 
Application
Screen
Size
Resolution
Class
High
Low
Average
Change
  
 
TV
 37"W
1366*768
WXGA
257.00
238.00
247.20
0.89%
TV
 32"W
1366*768
WXGA
212.00
197.00
202.00
1.00%
Monitor
 22"W
1440*900
WSXGA
102.00
95.00
97.60
4.94%
Monitor
 17"
1280*1024
SXGA
81.00
76.00
77.00
6.94%
NoteBook
 15.4"W
1280*800
WXGA
66.00
60.00
61.80
1.31%
NoteBook
 14.1"W
1280*800
WXGA
64.00
57.00
59.60
1.01%
NoteBook
 12.1"W
1280*800
WXGA
63.00
57.00
58.20
2.10%