Too Much DDR2 Memory Means Oversupply and Lower Prices
Looks like the market has too much DDR2 memory floating around STILL and things are going to change anytime soon. Some in the industry expect the oversupply to ease by December as makers shift capacity to other memory types, such as NAND and DDR1.
Due to the recent sharp drops in DDR2 pricing, some DRAM makers have been adjusting their capacity allocation between DDR2 and DDR. With DRAM makers producing less DDR2 since September, DRAMeXchange believes DDR2 oversupply should ease slightly this month and in December. Demand for NAND flash, on the other hand, is relatively vibrant. Despite contract prices for NAND flash trending down, the market still holds a positive outlook about sales for the Christmas season. Among NAND flash segments, the price of 2Gb 512Mx8 parts enjoyed the largest growth last week, at 5.71%, though the price for high-density 8Gbit parts only grew a slight 0.6%
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