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Potential inventory clearance to take place
Spot price for both DDR2 and DDR3 has maintained notionally stable this week. But some traders have started clearing their inventory, prompting us to project that more similar kinds of inventory clearance may emerge next week. 07/23

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WW DRAM Production Output
ABC
09/01 18:00
 
Spot Price
Last update 10/07/29 19:00
Mode
Item
Daily High
Daily Low
Average
Change
  
DDR3 1Gb 128Mx8 White Brand
2.30
2.00
2.11
-0.47%
DDR3 1Gb 128Mx8 1066/1333MHz
2.45
2.37
2.40
-0.49%
DDR2 1Gb 128Mx8 800MHz
2.40
1.99
2.08
-0.19%
DDR2 1Gb 128Mx8 667MHz
2.40
1.99
2.08
-0.19%
DDR2 1Gb 128Mx8 White Brand
2.15
1.95
2.09
-0.47%
DDR2 512Mb 64Mx8 667MHz
1.50
1.23
1.35
-1.89%
DDR2 512Mb 64Mx8 533MHz
1.50
1.23
1.35
-1.46%
DDR2 512Mb 32Mx16 667MHz
1.45
0.80
0.96
-2.04%
DDR2 512Mb 64Mx8 White Brand
1.43
1.20
1.32
0.00%
DDR 512Mb 64Mx8 400MHz
2.30
1.85
2.03
0.00%
DDR 512Mb 32Mx16 400MHz
2.10
1.80
1.94
0.00%
DDR 512Mb 64Mx8 White Brand
2.05
1.95
2.02
0.00%
SDRAM 128Mb 8Mx16 133MHz
1.25
0.85
1.01
0.00%
 
 
Contract Price (2H Jul)
Last update 10/07/22 17:27
Mode
Item
High
Low
Average
High
Change
Low
Change
 
DDR2 1GB DIMM 667/800MHz
19.00
18.00
18.30
0.00%
0.00%
DDR2 2GB DIMM 667/800MHz
36.00
34.00
35.00
-5.26%
-2.85%
DDR3 2GB DIMM 1333MHz
44.00
42.00
43.10
-2.22%
-2.32%
DDR2 1Gb 128Mx8 667/800MHz
2.13
2.00
2.06
-5.55%
-3.05%
 
 
 
 

DRAM monthly update, May 2010
We revise up 2010 bit growth by 5ppts from ~47% to 52% YoY amid SEC’s aggressive bit growth guidance. Despite SEC rivals being caught in respective issues that may point to a slower-than-expected capacity expansion, we think SEC’s bit growth is going to compensate this gap and trigger a sharp ASP erosion, especially in late Q3. 06/04

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