Strong price trend of mainstream NAND Flash to maintain status quo
Contract price for the mainstream 16Gb MLC NAND has been appreciated by over 60% as of February 2009. The strong surge is driven by a straining supply due to process migration, which also involves design specification for controller. 03/06

+more

Apple order speculation spurs mild price up
The mid-year inventory check among vendors/distributors has also slowed down demand in the NAND Flash spot market this week... 07/03

+more

Shortage not necessarily points to a sustainable price upside
Thanks to the series of capacity cut since 4Q08, output of the mainstream 1Gb DDR2 has been dropped by 5% and 17% QoQ in 4Q08 and 1Q09, respectively. And QoQ output growth in 2Q09 will be marginal. By taking demand into account, we foresee a mild shortage to emerge as soon as in May, and the shortage is expected to enlarge in 3Q, the traditional hot season for PC sales and new PC model launch. 05/14

+more

Mid-year inventory check mutes transactions
Transactions for DRAM remain limited this week as many module houses/distributors have their mid-year inventory check... 07/03

+more