OCZ CEO Ryan Peterson has a new blog over at DailyTech, and for his first entry he discusses the basics of the DRAM market and how pricing works. He mentions that production overseas has been reduced, and as a result we’ve seen prices increase over the past few weeks by 25%. DDR2 is still priced well right now, but he believes it will continue to rise, especially closer to the Intel price cuts next month.
The great debate among modules houses these days is whether Powerchip is holding inventory, swapping fab capacity to higher density parts or implementing previously scheduled new die shrinks. If there are indeed swapping capacity then in the short term we will see a continuation of price increases, which will soon be passed on to consumers.
Source: DailyTech