Spot price of DDR2 gained stronger momentum this week (March 15-19), thanks to price hike by Kingston Technology, as well as inventory replenishments from the emerging markets, according to inSpectrum.
As of the noon session of March 19, the spot price of branded 1Gb DDR2 grew by 6% to US$2.73. The price trend of the same-density DDR3 also increased 1% to US$2.91 in the same period.
Kingston again served as a key price driver. Quotes for 2GB DDR2 modules rose about 5%, spurring speculative transactions from brokers/traders in China, inSpectrum observed.
Fundamental supply status paved a solid ground for an uphill price trend in the spot market, inSpectrum highlighted. Given DDR2 output will only account for one third of total commodity memory output in March, buyers from the emerging markets have see tight supply. When these buyers have any replenishment demand, corresponding prices will rise, the firm explained.
NAND flash spot pricing continued to be weak. Since white-box phone makers could not secure multi-chip package (MCP), corresponding demand for memory cards and chips was sluggish, inSpectrum said.
As of the noon session of March 19, spot price of 16Gb MLC and 32Gb MLC were quoted flat at US$3.89 and US$7.02, respectively.