Taiwanese IC distributors report GDDR prices will increase in the second half of this month as some memory makers are allocating more capacity for commodity DRAM production:
Some DRAM makers have started allotting more capacity for commodity DRAM, especially SO-DIMMs for notebooks, the sources said. Capacity for GDDR has started to strain amid the strategic capacity allocation, they noted. As DRAM makers are expected to reserve capacity priority for commodity DRAM for 1-2 quarters, a price revision for GDDR is thus likely, they said. The sources indicated that a price hike is likely to be seen from the second half of May, as some system makers are expected to completely digest their inventory by then.