Intel chipset shortages are easing, which means that this months' 2.7% DRAM output growth is likely to be the smallest for a while. DDR2 penetration dropped to 37% last month, but DRAMXchange expect this to change as of late December.
According to various reports, an Intel chipset shortage peaked in October, and Intel has begun sourcing chipsets from ATI Technologies in order to maintain its supply of entry-level DDR2 supporting motherboards, with supply ramping through the end of this year.

DRAMeXchange stated that it expects the DDR2 penetration rate in the OEM market to surpass 50% in the first quarter of 2006, although demand in the spot market will remain weak.
[Digi Times]