Market Reports DDR2 SDRAM Shortage: No Memory price Drops to Expect

DRAMeXchange observes that most first-tier PC OEMs have raised their DDR2 application in PC system in the range of 80% -100% while second-tier makers have also raised the ratio to over 50%. However, some DRAM makers stated that they could only meet 50-60% of OEMs DDR2 demand in February. So, DRAMeXchange believe this is overestimated as PC OEMs tend to report higher demand if they have seen a shortage in order to secure their required volume. The shortage on DDR2 should be around 15% to 20%, DRAMeXchange estimate.