DDR2 shortage to ease from late March, falling price of NAND to mitigate

The markets for both DRAM and NAND flash tended to stabilize last week, providing a positive signal for buyers and NAND flash makers but an uncertain outlook for DRAM suppliers. The week also saw a crossover of DDR2 contract and spot prices, hinting at an easing, from March, of the shortage of DDR2, according to DRAMeXchange. NAND flash, which had suffered a dramatic price fall recently, finally showed signs of stability. The memory-trading firm regards the upcoming CeBIT (Mar 9-15) exhibition as providing a key indicator of long-term price trends for both DRAM and NAND flash.

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