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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.

DRAMeXchange:DDR2 Nov.2H contract price stays flat

23 November 2009

2009/11/23----According to survey by DRAMeXchange, after DDR2 contract prices have hiked for four months, leading to an average price surge of 82%, its average contract price stabilized in 2HNov, average contract price of DDR2/2GB is maintained at $41.

1HNov. NAND Flash contract price with mixed ups and downs

11 November 2009

2009 Nov 11th--------The fluctuation range for 1HNovember NAND Flash average contract price is around -2%~6% that since the year end inventory replenishment for hot season still effects, yet some vendors mildly adjust up contract price for certain products. However, with the raising portion in 3xnm process technology in November, also some vendors lower the contract price or remain flat.


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