Some seem to think that we are getting to the bottom prices of RAM. Than again, we've heard that one several times before. Should be interesting to watch!
Only a few days after a group of Taiwanese memory produces said they would force the lowering of DDR2 prices in Q3 with the unloading of inventory (see our previous coverage), Transcend Information says that it can not lower DDR2 prices anymore. Headquartered in Taiwan itself, the memory producer says that its margins have taken a major beating from previous price reductions, now down to 11%-12% from 15% in Q1. The firm says it is still trying to unload its inventory of lower performing DDR2 memory clocked at 400MHz. As an engineer, I think that sector seems like a tough business. As a customer, particularly a high-performing, lower latency memory gaming Geek, I scream, "Lower, lower, lower!" With DDR2-667 becoming standard, I'd imagine margins may pick up a bit for all memory producers once their inventory is cleared ... assuming the oversupply in Q3 doesn't over-impact the situation. For more information, visit DigiTimes.
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