[Insights] DRAM and NAND Flash Spot Prices Drop as Demand Weakens

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DRAM Spot Market:

DRAM spot prices continue to fall as channel demand has been tepid. Furthermore, the decline has become sharper recently for both DDR4 and DDR5 products. At the same time, spot traders who previously accumulated stockpiles are now eager to sell because the overall demand outlook is not particularly positive. Hence, spot prices, on the whole, are weakening. The average spot price of mainstream chips (i.e., DDR4 1Gx8 2666MT/s) fell by 0.77% from US$1.936 last week to US$1.921 this week.

NAND Flash Spot Market:

Continuing from last week, spot prices are lingering at an amplified degree of declination under the persistently sluggish demand from the channel market, though at a slightly lighter sales pressure compared to that of DRAM. For 512Gb wafers, concluded prices are sitting on about US$3.9, which are lower than contract prices, and indicate the yet-to-be recovered level of consumer demand. 512Gb TLC wafer spots have dropped by 1.98% this week, arriving at US$3.764.