DRAM is beginning the week with another decline and no signs of price stabilization.
Last week's low of a spot price of $1.75 for a 4 Gb DDR3 1600 MHz chip was undercut on Monday with a session low of $1.62. The average price on Monday was $2.163. Pricing for 2 Gb and 1 Gb chips remained stable.
As DRAM prices continue to slide, we are expecting the market to react accordingly and PC vendors to take advantage of this environment. DRAM modules should show continued price drops throughout this quarter as well as Q1 2013.
DRAM makers may be treading water, but it appears that the NAND Flash market is recovering. Market research firm TrendForce said that the average selling price (ASP) of NAND Flash in Q3 declined by 3 percent sequentially, but shipment volume rose by 10 percent in the same time frame. The total NAND flash brand manufacturer revenue climbed to $4.63 billion, up 6.6 percent from Q2.
Samsung currently holds 39 percent of the market, followed by Toshiba with 26 percent, Micron with 14 percent Hynix with 12 percent and Intel with 9 percent.