2010/1/4--------According to DRAMeXchange, given the outperformed PC sales in Thanksgiving & Christmas, recovering global economy and new launch Windows 7, PC shipment indicates the satisfactory figures that we have adjusted 4Q09 NB shipment QoQ from 8.7% to 11.9% while 2009 overall NB shipment will be up 23.5% YoY to 160M units.
2009/12/24--------With the recovering PC shipment at 2009, DRAM shortage had accelerated since August and reach at the peak in October. Some PC-OEMs even spent US$55, 1Gb for US$3.25 equivalent, for DDR2/2GB module from module houses at spot market.
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.
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.
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).