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Strong DDR3 demand in slow season and spot price is up to US$3 along with the upward contract price in January

11 January 2010

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1HJan. NAND Flash avg. contract price partially remains flat and mild 1-6% decline

8 January 2010

2010/1/8-----1HJan. NAND Flash avg. contract price partially remains flat and mild 1-6% decline due to the new-year vacation effect and severely cold climate in some northern hemisphere area that some customers’ operation has been impact. Downstream clients’ procurement transaction activities thus have been slow.

DRAMeXchange: Hot PC growth, Component shortage and Tight Packaging and Testing in 2010

4 January 2010

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.

DRAMeXchange: Expected Shortage on DRAM in 2H10

24 December 2009

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.

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.


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