Contract prices for 1Gb DDR2 are at US$2.19-2.38 for the second half of February 2010, flat from the first half of month, according to DRAMeXchange. The 1Gb DDR3 segment also remains unchanged at US$2.41-2.56.

A Chinese-language cnYes.com report cited DRAMeXchange saying contract prices for 1Gb chips have been stable in the second part of February mainly because PC OEMs already reached their contract deals for the entire month with chip suppliers earlier. DRAM contract prices are generally quoted twice a month.

Average contract prices for 2GB DDR2 modules slid 2.4% to US$40 in the first half of February, whereas 2GB DDR3 parts grew 4.9% to US$43. The latter's price momentum is more sustainable than the former's due to the industry's transition from DDR2 to DDR3.

The cnYes.com report also quoted DRAMeXchange's estimates saying March contract prices for 1Gb DDR3 may stay flat or drop slightly, and 1Gb DDR2 will likely go down. Notebook makers' shipments for the first quarter are likely to fall short of their estimates due to tight supply of some components as well as the impact of labor shortages in parts of China, according to the report. DRAM inventory at PC OEMs is now at almost 1.5 months.

By: DocMemory
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