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1HDec. mainstream MLC NAND Flash avg. contract price roughly dropped 1~20%

24 December 2009

2009/12/11-----------1HDec. NAND Flash contract prices partially remained flat or declined that mainstream MLC NAND Flash “Average” price dropped 1-20% while SLC NAND Flash price remains flat. DRAMeXchange has seen some NAND Flash related suppliers and clients intend to lower inventory level while some are ready for pricing promotion during the year end hot season. That is, 1HDec.

Year-end hesitated view triggered the flat and 1%-5% slight average contract price decline for 2HDec.

24 December 2009

2009/12/24-------2HDec NAND Flash average contract price basically remains flat while 32Gb/16Gb MLC average contract price slightly decline 1%-5% given the slower procurement momentum for some downstream clients during the Christmas vacation.

DRAMeXchange: Outperformed 4Q PC shipment bring the optimistic 1Q10 PC markets

17 December 2009

    2009/12/17--- According to DRAMeXchange, 1Q10 NB shipment decline will merely down to below 10% compared with the 15%~20% historical pattern and 18% in 1Q09 given the positive impact by Chinese Year sales and new platform launch.(Intel’s Calpella& Netbook).

DDR2 spot price decline 15% from mid-Nov due to the supply increase

27 November 2009

2009/11/27-----Started from mid-July, DDR2 1Gb eTT spot price has skyrocketed 150% to US$2.62 from US$1.05. However, the spot market start to fall at 11/10 that DDR2 1Gb has sharply shrunk 15% to US$2.22 from US$2.62 in two weeks after four month upward pricing trend. According to DRAMeXchange.  

NAND Flash contract price partly stayed flat or slightly declined in 2H Nov.

25 November 2009

2009/11/25--------NAND Flash contract price partly stayed flat or slightly declined 2-4% in 2H November. Some memory card & UFD makers plan to lower their inventory level by the end of 2009 as the NAND Flash restock demand for year-end sales has peaked in November.


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