DRAM Prices Expected to Peak in September
While the hot PC selling season has arrived, end demand from the spot market has remained relatively weak. A perfect example is the lackluster sales seen in China during July, which traditionally is a period of high demand. Although conditions have improved recently in the spot market when compared to the previous month, prices have not experienced an upswing.
In the forthcoming months, DRAMeXchange believes the Samsung incident will affect the original DRAM and NAND Flash capacity allocation plans of Korea makers in 2H07. Coupled by the ongoing transition to the 70nm process by relevant manufacturers, DRAM prices are expected to peak in September. Fortunately, the subsequent price downtrend should be softer, as some of the capacity will be switched to NAND Flash.
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