Blij nieuws bij EETimes, want volgens hen zullen de DRAM prijzen de komende tijd verder dalen!
After four years in the pricing dumpster, DRAM makers finally were able again to raise prices significantly this fall and tell customers to stand in line for orders. But that party has been rudely interrupted by a price collapse in recent weeks that threatens to linger well into November.
Figurative aftershocks from the Taiwan quake and a reluctance on the part of PC makers to raise prices due to the high cost of components have conspired to cause the counterintuitive price drop, setting off a cat fight between OEMs and their memory suppliers and altering system design plans.
[...] "Most of the DRAM companies still think this year and next year there will be a DRAM shortage. However, we don't think so," said Akira Minamikawa, a senior semiconductor analyst at IDC Japan here.
[...] "Spot prices are down to $10 already, and OEM prices are higher than spot prices," Minamikawa said. "In general, when the spot price is cheaper, it's a sign of an oversupply situation." <> Minamikawa said he expects DRAM contract prices to head south this month. Pricing should fall about 50 cents in November and another 50 cents in December. The average selling price of 64-Mbit DRAM for the first quarter of 2000 should be in the $8 to $8.50 range, he said.