• Welcome to TechPowerUp Forums, Guest! Please check out our forum guidelines for info related to our community.

DRAM Spot Prices Increase in November

Joined
Dec 6, 2011
Messages
4,784 (1.00/day)
Location
Still on the East Side
According to DRAMeXchange, a division of global research firm TrendForce, as forecast in a previous report, DRAM contract price showed signs of stabilization in November; the previous US$1 to $2 monthly decline is narrowing, and DDR3 4 GB contract price is holding at the US$15 mark. TrendForce expects the contract price trend will only show a slight decrease in December, and may even stay flat for the month.

As spot market prices fluctuate more than contract prices, the spot market is often a good indicator of future DRAM prices. This week the spot market is seeing increased activity; DDR2 and 2 Gb eTT and DDR2 prices have increased by 1.24% and 1.09%, respectively. Top-tier memory makers began quietly building inventory in October, and spot market buyers seem to be following suit, providing an opportunity for a price rebound. TrendForce believes the DRAM spot price uptrend is due prior capacity cuts taking effect as well as strong entry-level tablet, or "Mobile Internet Device", shipments in China.



From the market perspective, there is hope in sight for both DRAM price recovery and supply and demand balance next year. As the DRAM prices fell to or below cash cost in the second half of 2012, several memory makers have made capacity cuts: Elpida and Rexchip led the pack in August, Powerchip followed with decreased production at its P3 fab in September, and Inotera announced a 20% cut at its IR conference in October. Currently, global DRAM capacity has been reduced by 100K wafers per month from its high in 2012, a 9% decrease.

Furthermore, suppliers are busy adjusting their product mix; the Korean makers have already lowered their commodity DRAM production ratio, focusing instead on more lucrative mobile and server DRAM products, which will benefit commodity DRAM price recovery. Samsung's commodity DRAM output is currently less than 30%, with a goal of under 20% for next year. SK Hynix's commodity DRAM production accounts for approximately 50% of its total output this year, and plans to decrease that to less than 40% in 2013. Approval of the merger between Micron and Elpida is expected in the first quarter of 2013, and as the new team officially begins operations sometime in the second half of the year, product mix adjustments are likely. Inotera is also gradually reducing commodity DRAM output in favor of mobile and server DRAM, while Powerchip will stop new commodity DRAM production altogether at the end of the year, turning entirely to foundry business.

In 2013, the DRAM market is expected to see the lowest yearly growth since the financial tsunami of 2009; a 19.8% increase is forecast, significantly less than this year's 28.1% growth. In summary, as capacity cuts are taking effect and year-end demand is strong for entry-level tablets in China, the DRAM contract price trend stabilized and spot prices rose in November. As a result of product mix adjustments by DRAM suppliers, commodity DRAM will account for 32% of total capacity next year and DRAM industry supply and demand will have a chance to return to healthy levels after the first quarter.

View at TechPowerUp Main Site
 
Joined
Jan 17, 2010
Messages
12,325 (2.26/day)
Location
Oregon
System Name Juliette // My HTPC
Processor Intel i7 9700K // AMD Ryzen 5 5600G
Motherboard ASUS Prime Z390X-A // ASRock B550 ITX-AC
Cooling Noctua NH-U12 Black // Stock
Memory Corsair DDR4 3600 32gb //G.SKILL Trident Z Royal Series 16GB (2 x 8GB) 3600
Video Card(s) ASUS RTX4070 OC// ASUS RTX 4060 OC
Storage Samsung 970 EVO NVMe 1Tb, Intel 665p Series M.2 2280 1TB // Samsung 1Tb SSD
Display(s) ASUS VP348QGL 34" Quad HD 3440 x 1440 // 55" LG 4K SK8000 Series
Case Seasonic SYNCRO Q7// Silverstone Granada GD05
Audio Device(s) Focusrite Scarlett 4i4 // HDMI to Samsung HW-R650 sound bar
Power Supply Seasonic SYNCRO 750 W // CORSAIR Vengeance 650M
Mouse G903 and a Master Mouse MM710/No mouse, MS game copntroller
Keyboard EVGA / Logitech K400
Software Windows 11 Pro // Windows 10 Pro
I wish DDR2 would drop. I have a friend that need memory bad and he doesn't have the $ for a complete rebuild
 
Joined
May 22, 2010
Messages
2,516 (0.47/day)
Location
Canada
System Name m1dg3t | DeathBox | HairPi 3
Processor 3570k @ 4.0 1.15v BIOS | q9550 @ 3.77 1.325v BIOS
Motherboard Asrock z77e iTX | p5q Dlx 2301 BIOS
Cooling Custom Water | D-14 & HR-03gt | Passive HSF
Memory Samsung MV-3V4G3D 4g x 2 @ 1866 1.35v | OcZ RpR 2g x 4 @ 1067 2.2v
Video Card(s) MSi 7950 tf3 @1000 / 1350 | Asus 5870 V2 @ 900 / 1275
Storage Adata sx900 256Gb / WD 2500 HHTZ | WD 1001 FALS x 2
Display(s) BenQ gw2750hm | 46" Sharp Quatron
Case BitFenix Prodigy - m0dd3d | Antec Fusion Remote MAX
Audio Device(s) Onboard Toslink > Yamaha HTR 6290 | Xonar HDAV1.3 > Yamaha DSP z7
Power Supply Ocz mXp700w | Ocz zx850w | Cannakit 5v 2.5a
Mouse Logitech G700s | Logitech G9x - Cable Repaired
Keyboard TT Meka G1 - Black w Cherry Blacks| Logitech G11
Software Win7 Home | Xp sp3 & Vista ultimate | Raspbian
Benchmark Scores Epeen!! Who needs epeen??
Curious if this is affecting SSD prices as well? They seem to be going back up in my area :eek:
 
Joined
Apr 16, 2010
Messages
3,609 (0.67/day)
Location
Portugal
System Name LenovoⓇ ThinkPad™ T430
Processor IntelⓇ Core™ i5-3210M processor (2 cores, 2.50GHz, 3MB cache), Intel Turbo Boost™ 2.0 (3.10GHz), HT™
Motherboard Lenovo 2344 (Mobile Intel QM77 Express Chipset)
Cooling Single-pipe heatsink + Delta fan
Memory 2x 8GB KingstonⓇ HyperX™ Impact 2133MHz DDR3L SO-DIMM
Video Card(s) Intel HD Graphics™ 4000 (GPU clk: 1100MHz, vRAM clk: 1066MHz)
Storage SamsungⓇ 860 EVO mSATA (250GB) + 850 EVO (500GB) SATA
Display(s) 14.0" (355mm) HD (1366x768) color, anti-glare, LED backlight, 200 nits, 16:9 aspect ratio, 300:1 co
Case ThinkPad Roll Cage (one-piece magnesium frame)
Audio Device(s) HD Audio, RealtekⓇ ALC3202 codec, DolbyⓇ Advanced Audio™ v2 / stereo speakers, 1W x 2
Power Supply ThinkPad 65W AC Adapter + ThinkPad Battery 70++ (9-cell)
Mouse TrackPointⓇ pointing device + UltraNav™, wide touchpad below keyboard + ThinkLight™
Keyboard 6-row, 84-key, ThinkVantage button, spill-resistant, multimedia Fn keys, LED backlight (PT Layout)
Software MicrosoftⓇ WindowsⓇ 10 x86-64 (22H2)
The prices sure are fluctuating around here. But it's still cheap, so I'm ok with it.
 
Joined
Jan 17, 2010
Messages
12,325 (2.26/day)
Location
Oregon
System Name Juliette // My HTPC
Processor Intel i7 9700K // AMD Ryzen 5 5600G
Motherboard ASUS Prime Z390X-A // ASRock B550 ITX-AC
Cooling Noctua NH-U12 Black // Stock
Memory Corsair DDR4 3600 32gb //G.SKILL Trident Z Royal Series 16GB (2 x 8GB) 3600
Video Card(s) ASUS RTX4070 OC// ASUS RTX 4060 OC
Storage Samsung 970 EVO NVMe 1Tb, Intel 665p Series M.2 2280 1TB // Samsung 1Tb SSD
Display(s) ASUS VP348QGL 34" Quad HD 3440 x 1440 // 55" LG 4K SK8000 Series
Case Seasonic SYNCRO Q7// Silverstone Granada GD05
Audio Device(s) Focusrite Scarlett 4i4 // HDMI to Samsung HW-R650 sound bar
Power Supply Seasonic SYNCRO 750 W // CORSAIR Vengeance 650M
Mouse G903 and a Master Mouse MM710/No mouse, MS game copntroller
Keyboard EVGA / Logitech K400
Software Windows 11 Pro // Windows 10 Pro
I find it a little insane that I can get DDR3 2x2 4Gb 1333 Gskill for $9 used on e bay. But I can touch DDR2 2x2 4 Gb 800 for less then $35
 
Joined
May 22, 2010
Messages
2,516 (0.47/day)
Location
Canada
System Name m1dg3t | DeathBox | HairPi 3
Processor 3570k @ 4.0 1.15v BIOS | q9550 @ 3.77 1.325v BIOS
Motherboard Asrock z77e iTX | p5q Dlx 2301 BIOS
Cooling Custom Water | D-14 & HR-03gt | Passive HSF
Memory Samsung MV-3V4G3D 4g x 2 @ 1866 1.35v | OcZ RpR 2g x 4 @ 1067 2.2v
Video Card(s) MSi 7950 tf3 @1000 / 1350 | Asus 5870 V2 @ 900 / 1275
Storage Adata sx900 256Gb / WD 2500 HHTZ | WD 1001 FALS x 2
Display(s) BenQ gw2750hm | 46" Sharp Quatron
Case BitFenix Prodigy - m0dd3d | Antec Fusion Remote MAX
Audio Device(s) Onboard Toslink > Yamaha HTR 6290 | Xonar HDAV1.3 > Yamaha DSP z7
Power Supply Ocz mXp700w | Ocz zx850w | Cannakit 5v 2.5a
Mouse Logitech G700s | Logitech G9x - Cable Repaired
Keyboard TT Meka G1 - Black w Cherry Blacks| Logitech G11
Software Win7 Home | Xp sp3 & Vista ultimate | Raspbian
Benchmark Scores Epeen!! Who needs epeen??
I find it a little insane that I can get DDR3 2x2 4Gb 1333 Gskill for $9 used on e bay. But I can touch DDR2 2x2 4 Gb 800 for less then $35

Supply/demand ;)
 
Top