The DRAM spot market saw some traders dumping more inventory to channels during the week (August 30-September 3), resulting in sharper price drops in the white-brand DDR3 segment, according to inSpectrum.
As of the noon session of September 3, spot prices for 1Gb DDR2 and DDR3 were both down 1% to US$2.02 and US$2.12, respectively.
Demand still remains slow at channels. According to major traders in Taiwan, most have seen limited inquires and transactions recently. As some may have stronger inventory pressure during the end of the month, inSpectrum observed that some started dumping more DDR3 inventory to channel this week.
Since some traders have further cut prices of effectively tested (eTT) DDR3, and the overall price trend of white-brand DDR3 has been exposed to a stronger downside pressure. inSpectrum observed that some traders have dumped 1Gb eTT DDR3 at as low as US$2.10, versus the average of US$2.20-2.30 quoted by other vendors.
But checks from the vendor side showed that none of the major vendors have cleared a big amount of inventory to channel this week, meaning the cheap eTT DDR3 chips are most likely come from traders. Vendors are still being disciplined over their channel pricing, while keeping in mind the acute revision pressure, inSpectrum said.