December 26, 2007

Memory Update: No sign of change in the DRAM market

As anticipated, there is no sign of change in the DRAM spot market, with 512M 667s trading in the $8.50–$10 range and 1GIG 667s trading around $17.

As 2007 draws to a close, there appears to be no possibility for any positive market change to occur in the remaining weeks, with the market heading toward a slow period when consumption usually decreases after the holidays. Converge believes the market will remain in oversupply at least through Q1 of 2008 and possibly through Q2. There are no signs of any turnaround in the near future, and generally Q1 of every New Year is considered a slow season. These factors will only add to the oversupply.

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