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Elpida/PSC’s 10-15% output cut is not powerful enough to drive the swing. Most importantly are Korean makers, who have a combined market share of almost 50%, need to cut output by 10% or more to ensure stability in market.
Taipei, September 2, 2008 --- Demand for DRAM did not recover after the Beijing Olympics. Memory module makers, whom realize that their expectations have failed, are starting to initiate price cut in China.
Taipei, August 26, 2008 --- According to DRAMeXchange, demand for NAND Flash might have weaker expectation in 2H08, but a better sales recovery may be seen during the upcoming seasonal upturns as a sharp ASP slump may encourage consumption.
Taipei, August 19, 2008 --- According to DRAMeXchange, DRAM spot price failed to rebound after 1Gb DDR2 eTT dropped below US$1.80 – a benchmark for a price bottom, on August 7.
Taipei, August 7, 2008 --- According to DRAMeXchange, Price of DRAM has been appreciated by 17% QoQ in contract market and only 4.4% in spot market in 2Q. The relatively strong price appreciation in the contract market has benefited those DRAM makers, who have a relatively high sales exposure to the contract market, with a relatively strong QoQ sales growth.