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A mild price drop has continued into the DRAM spot market this week. Demand for both DDR2 and DDR3 has maintained slow at channel, with overall sentiment got worse when leading module makers further revised down their quote.
As of noon session of July 30, spot price of 1Gb DDR2 and DDR3 averaged at USD2.08 and USD2.25, respectively, each representing a 2% drop.
We continue seeing more DDR2 chips at channels, especially for those with brands. Accordingly, the price drop occurred in the branded segment is much stronger than the eTT segment this week. Since some vendors may have slower than expected progress on DDR3, we therefore think such an inventory clearance is very likely to continue into next week.
Amid such a slow sentiment, Kingston has also cut its quote for both DDR2 and DDR3 modules this week. Average quote for 2GB DDR2 and DDR3 module is USD36.6 and USD40.3, respectively. |