Advanced MP Technology continues to keep you up-to-date on the volatile Semiconductor/ Memory markets.

A quick review of the last quarter of 2009 shows a dramatic increase in business in the Independent Distribution network. Fueled by several factors, such as normal end of year Holiday sales, but major factors such as a recovering Global economy, the launch of Windows 7 and continued extended leadtimes for Manufactures such as Texas Instruments(18-22 weeks+), On Semi, Fairchild and International Rectifier.

Spansion/Numonyx NOR  and Wireless Flash products(16-512Mb densities) are experiencing shortages we have not seen for several years now.

We are seeing increased revenue and growth in these type products, and more such as Optoelectronics and the Memory Dram lines.

Dram prices (DDR2 and 3) seemed to level off at the end of the year, and smaller densities have started a decline(see below)

Meanwhile, Sdram and DDR1 items are in high demand as production has slowed for these older technologies.

Outlook for 2010

Low inventory levels in the channel should make for a continuing rebound of the chip market. This tight management of inventories will result in double-digit % growth, up from 12% to 15% or higher in 2010. Increasing electronic density and content along with new applications of existing consumer products will also bolster that recovery.

Segments of the market like Automotive, Industrial and Wireless Apps, should see a revenue growth of 8-19%

Particular commodities, such as Dram, Flash(both Nor and Nand) and Optoelectronics are forecasted to see increases in revenues by 21-31%

Here is the new pricing I am seeing on the spot market for Jan 20, 2010:

DDR3 Reg Modules:

1GB     1066-1333 Modules are at $20.50

2GB     1066-1333 Modules are at $50.00

DDR2 Reg Modules:

1GB     667/800 Modules are at $22.50

2GB     667/800 Modules are at $42.50

DDR2 Chips:
512Mb 667 64x8   is at $1.20
512Mb 667 32x16 is at $1.05

1Gb     800 128x8 is at $2.45

DDR1 Chips:
512Mb 400 64x8   is at $1.65(Micron at $2.25)

512Mb 400 32x16 is at $1.65(Micron at $2.60)
256Mb 400 16x16 is at $1.15(Micron at $3.00)

SDRAM Chips:
512Mb 133 32x16 is at $7.50

256Mb 133 16x16 is at $2.75+
128Mb 133 8x16   is at $0.90+
64Mb   133 4x16   is at $0.70

NAND FLASH:
256Mb: $1.45
512Mb: $1.90
1Gb:     $2.25
4Gb:     $3.95
16Gb :  $14.75

32Gb:   $34.00