Quiet DRAM market show signs of an upside
DRAM transactions on the spot market were notably quiet, with both DDR and DDR2 prices remaining flat. The market for NAND appeared vibrant amid earlier price rises and capacity adjustment by the leading players, with 2Gbit NAND continuing to lead price growth. With AMD’s just released AM2 platform we should find that it will stimulate the demand for 800MHz memory in the coming weeks when suppies start to run low at the memory companies.
DRAMeXchange notes that any risk of a price downside should be limited, amid a limited supply of DDR on the spot market. Powerchip Semiconductor Corporation (PSC) was said to have reduced its supply. Motherboard makers have only a constrained supply, after posting a bullish outlook for the period through July. DDR2 is showing only limited price fluctuations, but overall demand for DDR2 remains weak, DRAMeXchange stated. The firm anticipates that a new AMD CPU, with support for DDR2-667, should stimulate some “performance” users to upgrade their platforms and stimulate demand for DDR2.
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