[Insights] Memory Spot Price Update: China’s 618 E-commerce Promotions Provided Little Help for Market Demand; DDR5 Did Better in Sales

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According to TrendForce’s latest memory spot price trend report, China’s 618 shopping festival has limited effects on demand, slowing down the digestion of existing inventory, causing DRAM and NAND Flash spot prices to slide further. However, DDR5 has been performing relatively better than older products such as DDR3 and DDR4 in sales. Details are as follows:

DRAM Spot Price:

Spot prices continue to decline. China’s 618 shopping festival is generating a more significant extent of purchase sentiment regarding smartphones due to huge price slashes, while other end products, having yet to exhibit any signs of recovery in demand, have slowed down the digestion of existing inventory. Generally speaking, DDR5 has been performing slightly better in sales, while older products, such as DDR3/4, are sustaining a larger decrement due to transitions of platforms. Mainstream packaged DDR4 1Gx8 2666MT/s saw a price drop of 0.84% (from US$1.904 to US$1.888) this week.

NAND Flash Spot Price:

Spot prices for NAND Flash are maintaining a slow depletion. The recent 618 e-commerce promotions have proven to be confined in efficacy towards overall market demand, where the enervation seen from transactions of consumer products continues to aggravate the inversion between contract and spot prices. 512Gb TLC wafer spots have dropped by 1.74% this week, arriving at US$3.328.