DRAMeXchange has noted that the magnitude of the DRAM makers’ capacity shift to DDR2 appears to be larger than the actual amount demanded in the market. DDR supply, on the other hand, has remained tight since May because of capacity shifts.

Some DRAM makers have been requested by customers to slow their DDR2 capacity shift to meet demand for DDR. However, some DRAM makers are not slowing down the pace, hoping to further reduce the cost of DDR2 through increasing their production scale. They also believe DDR2 demand will materialize in the fourth quarter.

On the other hand, spot prices slipped in August as traders began to dump the inventory they had built since May amid slower demand than expected.

However, spot prices for mainstream 256Mbit DDR 400 picked up moderately to US$2.53 on September 6, up from US$2.46 on September 1, according to DRAMeXchange.

DRAMeXchange believes the upward momentum in DRAM pricing will remain moderate in September.

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