DRAM spot pricing shows momentum
The stabilizing DRAM spot prices seen at the end of last year have turned to a market uptrend this month, with all DRAM parts enjoying significant price rises amid strong demand and tighter supply. Low-density NAND flash chip pricing, in the meantime, has also shown signs of stabilizing, thanks to solid demand.
Spot prices for 512Mbit DDR2 533 DRAM led the rally for DRAM chip pricing, rising 16% last week, while the smallest sequential growth was 3.6%, for 256Mbit DDR 333 chips. The memory-trading firm indicated that with Samsung Electronics signaling its DDR2 supply is insufficient, the market is seeing increased demand. DRAMeXchange observed that Samsung’s distribution agents may even have to source DDR and DDR2 in the spot market in order to build adequate inventory. Although DDR2 demand only counts for 20% of total DRAM demand, the shortage of DDR2 is widespread in the market.
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