As some DRAM makers allot more capacity for commodity DRAM production, the squeezed capacity will prompt a possible price hike for GDDR, according to sources at Taiwan IC distributors.
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.