DRAMeXchange: Accelerated DRAM spot price drop not to affect overall price - DigiTimes
Since most chipmakers are on track in their 70nm migration, with some even seeing yields hitting 90% in February, DRAMeXchange noted that this implies output is consistently expanding. Demand, on the contrary, is sluggish in both the spot (including channels and memory module makers) and contract markets. DRAM contract prices are expected to stay flat in the second half of February, the firm projected.