Pei-lin Pai, spokesperson for memory maker Nanya Technology, was quoted by the Chinese-language Commercial Times as saying that DDR2 contract prices should see double-digit growth in the first half of March due to an average 10% shortage emerging in late February.
Pai indicated that DDR2 supply should fall short of demand by 30% among PC OEMs in March but further price increases should be constrained in April. Pai further predicted that the DDR2 shortage might persist through April.
Pai noted that Nanya’s DDR2 supply is now lagging behind demand by 30-40% as it is a major contract supplier for DDR2 chips. He also stressed that the rise in DDR2 contract prices in the second half of February was 10%, higher than memory trading house DRAMeXchange's estimate of 5%.
Article translated by Esther Lam and edited by Esther Lam