During last week’s mid-quarter conference call, Intel CFO Andy Bryant stated that the chipset shortage should persist through end of 2005.

Tracking the price trends of DDR and DDR2, high-density 512Mbit DDR 400 has enjoyed continuous price-ups since June, while DDR2, has suffered price drops in the last three price updates, starting from August.

Pai indicated that short supply of DDR2-suppported entry-level chipsets is easing, which means second-tier PC OEMs should source more DDR2 and DDR2 prices should stabilize accordingly.

DRAM prices are expected to remain flat in the second half of September and may even start softening from October, according to a recent Goldman Sachs report. The report stressed that tight Intel chipset supply has suppressed buying incentives and inventory levels at both DRAM makers and PC OEMs remain at 2-4 week levels.

In related news, the chipset shortage should also provide more opportunities for competitors, Intel’s Bryant was qutoed by Reed Electronics as saying.

SiS reportedly landed chipsets orders from Intel for entry-level motherboards, and now ATI is said to also have landed orders from Intel, with shipment slated to start in October. The two chipset makers will combine to provide Intel with more than 1.5 million chipsets per month, with SiS supplying chipsets for the entry-level motherboard segment, while ATI will support the mid-range segment.

By: DocMemory
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