NAND flash piles up in memory factories
THERE'S TOO much NAND memory being produced and things are going to get worse before they get better, according to market research firm Isuppli.
The firm said while NAND had a good third calendar quarter, Korean manufacturers are belting out way too many of the chips, while they've put a stop to DRAM as a way to attempt to bolster prices.
Analyst Nam Hyung Kim said that "the only good thing to say about the DRAM market right now is that it couldn't get much worse". Most of the Dramurai will record losses during the fourth quarter, while Isuppli doesn't expect a recovery until the first quarter of 2008, meaning four negative quarters in a row.
A 512Mbit DDR2 fell in the spot market to less than $1.
"Any irrationality could drag out the market recovery," said Kim. But the Dramurai don't always behave rationally and could churn out extra DRAM, further increasing woes.
While it's not great news for the memory makers, it's great news for punters like you. Unless you're buying Apple branded memory sticks, that is. ยต
L'INQ
Share this:
ShareBusiness Intelligence Software
Customer Relationship Management (CRM)
Enterprise Accounting Software
Enterprise Resource Planning (ERP)
Enterprise Systems Management
Saw 512 retail for 15$, yet even at $1, channel eats all it can injest.

My point:Schizo Kim looks BACKASSWARD.No Wonder So many Starving don't Know one End from Other. Its PROFITABLE AT $1.

BUILT THEM DDR2 MACHINES & PUBLIC WILL KISS YOUR NAME AS :"Friend of People".
thomas von drashek
Hi Tom,

please don't forget that to make a 512 MByte module, you need 8 512 MBit chips. 1 Byte -> 8 Bits, remember?

That would bring the total to 8$ for the chips, plus a little extra for the board they're on and assembly, making $15/module a really hot price. Don't forget there are at least 2 more intermediaries who want to make money, too - distributor and retailer - before that module is in your hands...

So if the modules are selling for $15, the manufacturers are most probably making a loss.

Cheers.
simon, YoSur True prices are GOOD & FASTEST STUFF Practicable 1066 is still BIG Dollars. Yet even steep discounted stuff, if you think about tiers of mfg priceing, First mfg doubles price from cost of manufactuer, ten - twenty percent level. Meaning $1.00 unit cost is mere .50 Cents, so really close to Five Dollars if mfg make stuff in
backroom & Sells next level up, they get between $6 to$9 for item, other channel sales are better, of course.

Nearly 40% on Most heavily discounted, with say 1066 cost isn't $30? for two gb, often quoted as less than ten spot.for entire small stick in 800 mhz, so lack of mfg @1066, say twice cost, so about 80% profit or MORE.
thomas von drashek