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64Mb DRAM prices edging up

Is there any rhyme or reason in this market?

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The price of 64Mb SDRAMs has shot up over the last four days but there seems little rhyme or reason behind the price moves. According to Alan Stanley, MD of memory company Dane-Elec, the price has risen by about 50 cents on a price of $4. John Byrne, joint MD of VML UK, said prices had risen further than that and stood today at around $4.60. Last week, Micron US dispelled any rumours that it had problems with its DRAM production and maintained its fabs were working normally. Said Byrne: "As far as I can see, there's no real reason for the rise -- there hasn't been a downturn in production nor have any really big orders been won." Some reports have suggested that Micron has had difficulty converting its TI fabs to its own technology, causing something of a shortfall in supply. But Micron told The Register last week: "We don't respond to rumours". Dresdner Kleinwort Benson in Japan is believed to have issued a warning on the matter. ®

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