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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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WW DRAM Production Output
ABC
09/01 18:00
 
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 667MHz
2.62
2.35
2.54
1.35%
DDR2 1Gb 128Mx8 White Brand
2.53
2.45
2.50
3.65%
DDR2 512Mb 64Mx8 667MHz
1.28
1.05
1.19
0.00%
DDR2 512Mb 64Mx8 533MHz
1.28
1.05
1.19
0.00%
DDR2 512Mb 32Mx16 667MHz
1.20
0.75
0.91
0.00%
DDR2 512Mb 64Mx8 White Brand
1.23
1.05
1.16
1.21%
DDR 512Mb 64Mx8 400MHz
1.82
1.65
1.70
3.27%
DDR 512Mb 32Mx16 400MHz
1.57
1.45
1.50
0.00%
DDR 512Mb 64Mx8 White Brand
1.68
1.65
1.67
2.33%
SDRAM 128Mb 8Mx16 133MHz
1.23
0.85
1.01
0.80%
 
 
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%
 
 
 
 

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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