Volgens Steve Appelton, chairman van Micron Technologies, zullen de DRAM prijzen voorlopig nog niet omhoog gaan. Hij geeft ook een verklaring voor deze lage prijzen. OEM's hebben blijkbaar nog steeds grote voorraden geheugen chips. Daardoor is er weinig vraag en gaan de prijzen omlaag.
Steve Appleton, chairman of Micron Technologies, doesn't see DRAM prices turning around from current low levels for the rest of the year, and perhaps into Q1 '01.
He told EBN in an luncheon interview at the New York Stock Exchange that OEM contract prices have dropped to $4-to-$5 due to large amounts of memory chip inventory still existing in the market. "About half of our OEM customers still have DRAM inventory on hand that they must bleed off. Until they get rid of this inventory, we won't see much change in price," he said.
The Micron chief executive said the current DRAM inventory buildup resulted from rival DRAM makers trumpeting threatened memory chip shortages for the fall. "Customers did what they always do. They ordered heavily to have enough DRAMs on hand for their fall production. When the shortages didn't happen, they were left with large stocks that had to be worked down."
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