Despite Slow Season, Demand for DDR3 Is Strong

With the short-term ups and downs from mid-December ’09, DDR3 1333Mhz 1Gb spot price has climbed 23% to $3.01 from $2.45. According to DRAMeXchange, PC shipment with DDR3 platform will reach 60% of total PC shipment already in Q1 2010, which is attributed by the aggressive migration plans by PC-OEMs. Besides, in Q1 2010 DDR3 demand will likely sharply rise since Intel plans to pull up the DDR3-support chipset portion to 60%. As a result, tight DDR3 supply will happen in the slow season and DRAM vendors expect DDR3 will have the sustainable upward pricing momentum in January.