And it's all down to those wily people in the channel. The site said channel distributors in Shenzhen, just across the "border" from Hong Kong, like to pre-stock on their DIMMs and smuggle them rather than pay 17 per cent VAT the PRC imposes.
But the PRC are clamping down on the smuggling, so now the disties in Shenzhen are sourcing their chips from the spot market, causing a price boost.
But these chips are, er, still cheap as chips, with the DDR2 512Mb baby costing only $2.07. So the Dramurai aren't getting the Cristal out of cold storage yet. ยต
L'INQUEUE
DRAM Exchange