[Insights] Memory Spot Price Update: DDR4 Drives DRAM Spot Price Increase Though NAND Remains Weak

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According to TrendForce’s latest memory spot price trend report, prices of DDR4 chips have risen noticeably. Though inventory levels are still high for DDR4, buyers prefer DDR4 over DDR5 due to the price discount. On the other hand, the NAND Flash spot market remains lethargic in transactions. Details are as follows:

DRAM Spot Price:

Recent developments in the spot market show that prices of DDR4 chips have risen noticeably. Even though inventory levels are still high for DDR4 products at this moment, buyers prefer DDR4 over DDR5 due to the price discount. Moreover, DRAM suppliers intend to stabilize spot prices of DDR4 products and halt the ongoing decline. Hence, there has been an improvement with respect to the price trend. Nevertheless, further monitoring of inventory levels is necessary in order to determine whether this rally will continue for a longer while. The average spot price of mainstream chips (i.e., DDR4 1Gx8 2666MT/s) has risen by 2.92% from US$1.918 last week to US$1.974 this week.

NAND Flash Spot Price:

The NAND Flash spot market remains lethargic in transactions, and various products are starting to experience a drop in prices after the mainstream 512Gb TLC wafer dipped below the US$3 threshold last week. With that said, buyers are still showing hesitation towards price inquiries despite slowed down decrement of spot prices, thus leaving no room for optimism on transactions. 512Gb TLC wafer spots remain unchanged in prices this week at US$3.291.