January DRAM spot prices
It seems to be the latest DRAM forecast of this year: DRAM eXchange analysts believe the DDR spot prices will reduce slightly, as the demand will remain high enough before the Chinese New Year. At the same time SDRAM spot prices will continue to increase. Anyway, European and North American companies will keep the demand high for some time after the Christmas.
Taiwanese DRAM makers are expected to continue the turn from the spot market to contract OEM shipments that can affect the spot price growth as well. Though new players will have to face the serious rivals, already working for OEM contracts, like Samsung Electronics, Micron Technology, Infineon Technologies, and Nanya Technology. FYI: currently OEM shipments make about 80-85% of all the DRAM sales, and the rest is the spot market.
Source: The DigiTimes
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