Demand for DRAM memory is on the rise , here the outlook from the world spot market.

North America

Demand for SDRAM components was on the rise, driven by thinning supplies in the US DRAM spot sector and requirements from Asia. Orders for DDR modules were assessed as stable, but a downward trend was becoming evident as demand appeared to be softening. Prices were pegged higher, but slightly increased supplies could place further downward pressure on DDR discretes.

Asia/Pacific

Prices of DDR components were softer this week. Memory traders were cautious, given the lack of a definitive price direction. Offers of DDR 400 32x8 chips were quoted around USD 4.70/chip for major brands. Trades were reported lower, between USD 4.30-4.40/chip. Spot trades for DDR 333 32x8 chips ranged between USD 4.05-4.10/chip, traders said. Offers of DDR 333 512 MB modules (16 chips) were quoted around USD 72.00/module, while the 8-chip configurations were cited around USD 69.00/module.

Europe

Stable-to-soft prices are quoted in the DDR sector. After last week's price run-up, players believe that the downward price correction will be short-lived. Firm demand from the PC sector is expected to surface over the coming weeks and thus provide support to numbers. Participants suggest that supply is fairly limited for DDR components. This is particularly the case for higher speed such as 400MHZ and higher capacity such as 512MB that are in high demand. At the other end, DDR 266 components become less and less attractive, with a declining market share. To represent current ideas, figures for original brands of DDR chips have been adjusted upward.

By: DocMemory
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