DDR2 shortage to remain over 10% in 1Q
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With PC OEMs significantly raising their DDR2 adoption rate, supply of DDR2 is lagging demand and the shortage has reached 15-20%, according to industry insiders.
The respective DDR2 adoption rate among first- and second-tier PC OEMs is 80-100% and over 50%. However, DRAM makers can only fulfill 50-60% of PC OEMs? DDR2 demand, the firm noted. In the spot market last week, DDR2 prices continued trending upward, while DDR pricing trended downward. NAND flash spot prices also saw significant drops last week, with the 16Gbit segment suffering a 15% sequential drop.
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