DRAM module makers in Taiwan generally believe DRAM prices should hit bottom during late June with a rebound to follow soon. The near-term memory outlook will be that of DRAM outperforming NAND flash, they commented.

The sharp drop in DRAM price has weakened since early June with PC OEMs starting to restock, the DRAM module makers said. Taiwan-based DRAM makers, as well as Hynix Semiconductor, have relatively less inventory pressures at the moment, they added. The entire DRAM industry should hit bottom during late June and rebound onwards when seasonal demand grows.

Citing a recent price rebound seen in the DRAM spot market, the memory-module houses said effectively test (eTT) DRAM chips should stabilize at around US$1.50, although the price had once dived to US$1.30 before. When the traditional peak demand arrives during summer time, they estimate that eTT DRAM prices may likely rebound to US$2-2.30.

NAND flash, on the other hand, should only see a meaningful industry upturn from September, given that it is rare to witness the DRAM and NAND flash industries experience an upturn at the meantime, the memory-module houses said. Demand should start warming up from September and it is likely to see both the DRAM and NAND flash upbeat co-exist for a month.

By: DocMemory
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