Spot prices for 1Gb DDR2 are expected to hit US$1.8 soon, and climb further to approach US$2 at the end of 2009, according to DRAM module houses. The growth momentum reflects increased demand from PC OEMs for the fourth quarter, as well as an increase in end-market seasonal demand.

The module makers said they have received more orders from PC OEMs who are experiencing insufficient DDR2 supply from the upstream. Previous reports indicated that major DRAM makers are moving to speed up technology migration, and allocate more capacity to DDR3 output.

Average pricing for DDR2 1Gb eTT (effective tested) chips has arrived at US$1.71, and the 1Gb DDR3 segment has reached US$2.05, according to DRAMeXchange data. The average price of DDR2 1Gb eTT has remained unchanged since last week (from September 7-14), but 1Gb DDR3 is lower than the US$2.07 for September 7.

In the contract market, quotes for 2GB DDR2 and 2GB DDR3 modules averaged US$27.50 and US$29.50, respectively, in the first half of September, according to the data. The former trended up 8.5% sequentially outperforming the latter's rise of 5.1%.

DDR2 prices in both spot and contract markets have rallied on more demand from PC OEMs since the latter half of July, the module makers said, adding that they expect significant demand from PC OEMs to last for a while.

By: DocMemory
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