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DRAMeXchange expects further drop of DRAM contract price in 2H August

29 August 2008

Taipei, August 19, 2008 --- According to DRAMeXchange,  DRAM spot price failed to rebound after 1Gb DDR2 eTT dropped below US$1.80 – a benchmark for a price bottom, on August 7.

DRAMeXchange reports DRAM 2Q revenue grows 12.7%

13 August 2008

Taipei, August 7, 2008 --- According to DRAMeXchange, Price of DRAM has been appreciated by 17% QoQ in contract market and only 4.4% in spot market in 2Q. The relatively strong price appreciation in the contract market has benefited those DRAM makers, who have a relatively high sales exposure to the contract market, with a relatively strong QoQ sales growth.

DRAMeXchange indicates NAND Flash contract price likely to reverse in late 3Q

13 August 2008

Taipei, August 12, 2008 --- According to DRAMeXchange, a downhill trend is seen in NAND Flash contract price market in 1HAug, with prices dropped by an approximate of 5-15% sequentially. The weakening price trend is primarily because of a consistent sluggish demand. A bounce in contract price is likely to occur in late 3Q when demand-supply status improves.

DRAMeXchange reports 2Q08 NAND Flash QoQ declines 9%

7 August 2008

Taipei, August 5, 2008 --- According to DRAMeXchange, discouraged by a consistent weak demand for consumer electronics and plunge of consumer confidence index, sales of global branded NAND Flash vendors declined 9.0% QoQ at US$2.90bn in 2Q08. Both ASP and sales volume were on the downhill trend in the quarter.

WitsView sees 1HAug panel price falling further

7 August 2008

Taipei, August 6, 2008---According to WitsView’s 1HAug price survey, IT panels will drop by 7~9%, while TV panels will slip by another 3~5%. There is a chance in seeing monitor panel prices falling past their fully-loaded cost in August. There is even a possibility to witness prices falling near the cash cost level, which would mark the lowest acceptable ASP for panel makers.


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