Keen competition in the White Brand market is expected in the near future
According to the downward trend in U.S. spot market last week, prices of major IC fell slightly. DDR 256Mb 32Mx8 333MHz and 400MHzwere knocked down by 5 cents at US$4.3 – US$4.0 and US$4.35 – US$4.05 respectively. 32Mx8 White Brand kept higher prices at US$3.8 – US$3.9 owning to a few supplements. Meanwhile, besides Powerchip, more major brands enter the White Brand arena, including Hynix, Infineon, Micron, Nanya, Winbond, Mosel and Mira. Keen competition in the White Brand market is expected in the near future.
The Flash market today finished stabilized; buyers remained focus on querying prices of 1G/2G. The closed deal for 1G/2G Samsung were US$8.85 and US$18.8 respectively, which upturned slightly. Meanwhile, buyers adopted wait-and-see attitude for 4G resulted from the shortage of supplements and high quote. In the aspect of 8G, the demand was not prominent and quoted at US$61.6 – US$ 62.0.
The demand of Flash has increased today.
DRAM:
Prices of major IC kept falling but DDR White Brand pricing was propped up instead. As a result, buyers adapted wait-and-see attitude. The market finished quietly with limited trading activities. DDR 32x8 White Brand was lower by 1-2 cents/chip at US$3.88~3.90. Major IC, 32Mx8 DDR 400/333 offered at US$4.35-4.10/US$4.40-4.05 respectively.
Flash:
The demand of Flash has increased today. 1G/2G/4G were still in the spotlight. However, owing to the production for 0.11-um processes was not smooth and short delivery, buyers grabbed inventory. 1G/2G/4G Nynex moved up to US$8.2/US$18.9/US$37.9 respectively. Meanwhile, 8G was offered at US$61.3 – US$62, which was different from buyers’ expect.