Feeds

Updated: DRAM market calm in July

How come the price discrepancies?

  • alert
  • submit to reddit

The Essential Guide to IT Transformation

The 30 day rolling average prices until July 30 were 64Mb DRAMs (PC 100 8Mx8) were $6.18 for North America, $5.58 for Europe and $5.75 for Asia. All prices quoted are for major buyers. And don't forget these are very major buyers. And that these prices are historical. Today, you're unlikely to get 64Mb DRAM in the UK for under $7 trade, a friendly DRAM broker tells us. Prices could go as high as $8, as the trade buys in replacement stocks over the next few weeks. Anyhow, here goes the ICIS-LOR stats for July. European prices fell 5.1 per cent, North America fell 1.98 per cent, while Asia inched up 1 per cent, compared with the 30-day average DRAM prices to July 23, 1999. Memory modules spot prices for 64MB DIMMs (PC 100) were $39.93 in North America, 7.15 per cent higher than the previous week, $42.34 in Europe (5.64 per cent up); and $43.27 in Asia (up 6.61 per cent). A reader asks why European prices are cheaper for 64Mb and more expensive for memory modules. Also why do the 8x8 modules cost less than eight 64Mb chips bought separately. We agree that it doesn't make sense. The discrepancies can only be explained by stock backlogs, according to our DRAM broker. Typically, European DRAM prices are higher than in North America and in Asia. They were lower in July ( and are still lower now) than in America and Asia because that's the time the market goes into the summer doldrums here. The market is still quiet: European brokers are shifting old stock for less than their replacements will cost. Memory modules are a slightly different matter -- today, the talk in the UK DRAM channel is of 8x8 shortages. But that can't have been the case in July, judging from ICIS-LOR's stats. Presumably, there was less inventory overhang for modules in Europe than for North America and for Asia. At the same time there was more inventory in toto for modules than for individual 64Mb, hence the lower aggregate prices. But hey, this is a reporter, not a DRAM analyst. For the full monty check out ICIS-LOR. We don't know if it has a web presence -- but it's a Reed subsidiary with offices in London and Singapore, if you want to track it down. ICIS-LOR charges good money for its information -- or so we found out last time we wrote up a summary of its findings. How we get the prices is no secret -- it's available free on AsiaBiztech. ®

The Essential Guide to IT Transformation

More from The Register

next story
iPad? More like iFAD: We reveal why Apple fell into IBM's arms
But never fear fanbois, you're still lapping up iPhones, Macs
Sonos AXES support for Apple's iOS4 and 5
Want to use your iThing? You can't - it's too old
Philip K Dick 'Nazi alternate reality' story to be made into TV series
Amazon Studios, Ridley Scott firm to produce The Man in the High Castle
You! Pirate! Stop pirating, or we shall admonish you politely. Repeatedly, if necessary
And we shall go about telling people you smell. No, not really
Too many IT conferences to cover? MICROSOFT to the RESCUE!
Yet more word of cuts emerges from Redmond
Joe Average isn't worth $10 a year to Mark Zuckerberg
The Social Network deflates the PC resurgence with mobile-only usage prediction
Chips are down at Broadcom: Thousands of workers laid off
Cellphone baseband device biz shuttered
Feel free to BONK on the TUBE, says Transport for London
Plus: Almost NOBODY uses pay-by-bonk on buses - Visa
Amazon says Hachette should lower ebook prices, pay authors more
Oh yeah ... and a 30% cut for Amazon to seal the deal
prev story

Whitepapers

Implementing global e-invoicing with guaranteed legal certainty
Explaining the role local tax compliance plays in successful supply chain management and e-business and how leading global brands are addressing this.
The Essential Guide to IT Transformation
ServiceNow discusses three IT transformations that can help CIO's automate IT services to transform IT and the enterprise.
Consolidation: The Foundation for IT Business Transformation
In this whitepaper learn how effective consolidation of IT and business resources can enable multiple, meaningful business benefits.
How modern custom applications can spur business growth
Learn how to create, deploy and manage custom applications without consuming or expanding the need for scarce, expensive IT resources.
Build a business case: developing custom apps
Learn how to maximize the value of custom applications by accelerating and simplifying their development.