In the spot market, demand in the new emerging markets are picking up ahead of China's National Day holidays. Unfortunately, spot prices are not increasing correspondingly. Some module houses and retailers continue to sell their memory products at very low prices. Last week, the DDR2 eTT and branded chip prices respectively hit a low of UDS1.15 and USD 1.48, down by 12% and 4%.
In the contract market, due to a component shortage, it is constraining the shipments of PC OEMs for the second half, where some manufacturers have even lowered their overall shipment targets. However, with the parts shortage expected to improve after October, they still have a chance to boost their shipments before the Christmas selling season. Demand in the contract market is thus projected to persist until November. Unfortunately, the relatively large price gap with the spot price will continue to drag down the contract price in October.
For this year, DRAM prices have declined sharply during the strong seasonality, causing many module houses and retainers to incur heavy losses. Recently, some retailers with a larger economy of scale have started to purchase the cheap DRAM chips in hoping to offset the previously higher average costs, which thereby increases the likelihood of a price rebound. However, DRAMeXchange believes once the traditional hot season of the PC market ends, the price increase will not be too significant, as DRAM makers continue to ramp up production.
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