DDR2 shortage to reach 30-40% in February
Nanya Technology is observing buoyant PC OEM demand for DDR2 memory and the company expects the DDR2 shortage to increase to 30-40% in February, with related contract pricing continuing its rise, according to company president Jih Lien. No wonder DDR2 spot prices continue to increase!
Demand for DDR2 chips among PC OEMs including Dell and HP is strong, Lien indicated. The anticipated shortage should boost related contract prices 20% sequentially in February and price momentum should persist through March, he noted. Research firm InSpectrum backs up those claims, and has quoted sources at DRAM makers as saying that DDR2 shipments are strong on solid demand from PC OEMs. InSpectrum has also observed tight DDR2 supply among PC OEMs. The research firm predicts that the mainstream 512Mbit DDR2-533 contract price will increase 5.7% in the second half of February to US$4.63.
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