January 22, 2009

Converge predicts SDRAM activity will continue

Converge Memory Update

Activity in the DRAM market has been surprisingly steady in the first few weeks of January, with most activity taking place on SDRAM PC133 chips. While the DDR2 market remains quiet, SDRAM is experiencing a boost in open-market activity. Converge believes that SDRAM activity will continue for several reasons. Contract manufacturers still use large quantities of 128 MB, 256 MB and 512 MB PC133 chips. Many of the DRAM manufacturers are producing less SDRAM and soon the technology will be phased out all together. And pricing still is low enough for contract manufacturers to take advantage of cost-saving opportunities, before the market starts to dry up heading into the second half of this year. While we believe that the DDR2 market will remain in oversupply for at least the first half of 2009, SDRAM could be where the opportunities exist in the open market.

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