News.com bericht dat Micron Technology, de grootste geheugenfabrikant van de VS, wegens de grote vraag naar geheugens binnenkort de contract prijzen van DRAM chips gaat verhogen. De prijzen in de geheugen markt zullen komende zomer stijgen wanneer de vraag in het derde en vierde kwartaal verder toeneemt (thanks Tachyon voor de tip):
Contract prices for the standard 64-MB chip, now at $6, will rise about a dime, Thomas Weisel Partners analyst Eric Ross said. Micron's inventory has been halved to two to three weeks worth from six to seven weeks in March, he said.[...] "Demand has been pretty good all spring, and we expect business to pick up for them in the summer," said Josephthal & Co. analyst Larry Borgman, who rates the stock a "buy."
[...] Since many manufacturers have switched some production from DRAM to flash-memory chips used in cellular phones, Micron will have the upper hand going forward, analysts said. Because the company already has capacity in place, Micron will fare best if the shortage predicted by analysts and industry executives comes in the second half, Ross said.
He expects DRAM demand to double this year, with supply growing just 60 percent to 70 percent.
De Memory Module Index van Global Sources geeft overigens al bijna twee maand een stabiel beeld voor de 128MB en 64MB (module) prijzen:
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