[Insights] Weekly Price Update: DRAM Slightly Increased, NAND Remained Stable

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DRAM spot prices increased slightly this week due to supplier quotes and anticipation of 4Q23 contract hikes, stabilizing with ongoing production cuts. In NAND Flash, active pre-sales peak inquiry didn’t significantly impact transactions. Future trends depend on promotions; 512Gb TLC wafer spots experienced an increase.

DRAM Spot Market

Spot prices of DRAM chips have increased slightly since the start of this week. This is mainly because DRAM suppliers continue to raise their quotes despite the less-than-ideal demand situation. Furthermore, the certainty of price hikes for 4Q23 contracts has a positive short-term influence on spot prices. TrendForce believes that although the possibility of a sharp rise in spot prices is low, suppliers’ ongoing production cuts will ensure a relatively stable trend. The average spot price of the mainstream chips (i.e., DDR4 1Gx8 2666MT/s) rose by 1.72% from US$1.629 last week to US$1.657 this week.

NAND Flash Spot Market

Price inquiries on a number of packaged dies were once vibrant before the conclusion of the year-end sales peak, though the level of transactions have not magnified significantly due to the temporal increase of prices that is already ample. Subsequent price trends will depend on the results of seasonal promotions. 512Gb TLC wafer spots have risen by 5.68% this week, arriving at US$2.604.