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thumbnail DRAM現貨價大漲 激勵華亞科、南科漲停 模組廠威剛 創見受惠
Aug 14th 2013, 03:25, by service.nownews@gmail.com (nownews)

【鉅亨網記者黃佩珊 台北】

集邦科技報價,2Gb DDR3現貨價大漲7.5-7.9%,原廠顆粒平均價格來到1.61-1.63美元區間。DRAM族群受到激勵,華亞科(3474-TW)、南科(2408-TW)股價一度漲停,開盤1小時爆出1.7萬張大量,比昨日單日成交量7015張多了2倍以上;而記憶體模組廠威剛(3260-TW)股價盤中漲幅逾4%,開盤1小時成交量9100張逼成昨日單日成交量,創見(2451-TW)漲幅逾1%。 

個人電腦市場需求疲弱影響,DRAM現貨價於6月中旬創今年新高價後,逐步滑落,至8月8日DDR3 2Gb顆粒現貨均價最低達1.49美元,創5個多月來新低價,自高點回檔幅度已達24%。但在產品價格適度修正,加上DRAM廠開始轉進高容量4Gb DDR3後,預期2Gb DDR3供給量將逐步下降,刺激2Gb DDR3現貨價昨日跳升至1.626美元,單日大漲7.9%。

而美國記憶體大廠美光(Micron Technology Inc.)受惠DRAM報價急漲,以及併購爾必達(Elpida)效益顯現,13日股價大漲8.24%,收盤14.97美元創下2006年11月22日以來新高。美光已宣佈將完成爾必達併購案,將爾必達納為旗下子公司。DRAM產業成為南韓2家以及美光三強鼎立的格局。

『新聞來源/鉅亨網

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