[Insights] Memory Spot Price Update: DRAM Prices Continue to Rise as Samsung Supports the Momentum

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According to TrendForce’s latest memory spot price trend report, DRAM spot prices have finally stabilized as Samsung is committed to propping them up. Spot prices of DDR4 products, in particular, continue the momentum. As for NAND flash, demand for a small extent of inventory replenishment remains possible for 3Q24, which may help the sales performance from the spot market to improve from that of 2Q24. Details are as follows:

DRAM Spot Price:

DRAM spot prices, which had experienced a long period of decline, have finally stabilized as Samsung is committed to propping them up. Spot prices of DDR4 products, in particular, have risen slightly. Additionally, since spot prices are currently lower than contract prices for both DDR4 and DDR5 products, module houses and other buyers prefer spot trading. This, in turn, has helped stabilize spot prices. The average spot price of mainstream chips (i.e., DDR4 1Gx8 2666MT/s) has increased by 0.81% from US$1.979 last week to US$1.995 this week.

NAND Flash Spot Price:

Spot prices have started to stabilize recently as a result of reluctance in truncation from spot traders and module houses, as well as the consideration on how the growth of demand has been exceedingly confined by the drop of prices. Demand for a small extent of inventory replenishment remains possible for 3Q24, when sales performance from the spot market is expected to improve from that of 2Q24. On the whole, spot prices would first maintain equilibrium whilst awaiting for the final development of suppliers’ contract prices and the market status for 3Q24, before deciding on subsequent actions. Spot prices of 512Gb TLC wafers have dropped by 0.58% this week, arriving at US$3.272.