[Insights] Memory Spot Price Update: DDR5 Remains Stable; DDR4 Prices Unlikely to Rebound Anytime Soon

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According to TrendForce’s latest memory spot price trend report, regarding DRAM, price trends for DDR5 and DDR4 in the spot market will diverge, and DDR4 is unlikely to experience a price rebound anytime soon. As for NAND flash, Samsung’s recent notification of EOL (End of Life) for MLC products has led to a small price hike for small-capacity MLC eMMC in the spot market, though the phenomenon is likely to be temporal. Details are as follows:

DRAM Spot Price:

The spot market is showing an overall price trend similar to that of the contract market. Spot prices of DDR5 products remain relatively stable, whereas spot quotes for DDR4 products are under significant downward pressure. To avoid subsequent inventory pressure, the three major DRAM suppliers are eager to offload their DDR4 chip inventories. Hence, TrendForce forecasts that price trends for DDR5 and DDR4 in the spot market will diverge, and DDR4 is unlikely to experience a price rebound anytime soon. The average spot price of mainstream chips (i.e., DDR4 1Gx8 2666MT/s) has fallen by 0.94% from US$1.905 last week to US$1.887 this week.

NAND Flash Spot Price:

The competitions of price slashing are becoming even more severe within the spot market as suppliers are rushing to cash out their inventory with the imminent arrival of Chinese New Year. It is worth noting that Samsung’s recent notification of EOL for MLC products has prompted spot traders to control their stocks and clients of industrial/automotive applications to advance in stocking activities, which led to a small price hike for small-capacity MLC eMMC in the spot market. With that said, the aforementioned phenomenon is likely to be temporal since there is still quite a bit of time before the said EOL arrives, and that market provision remains relatively ample. Spot prices will thus continue to drop as a result. Spot prices of 512Gb TLC wafers have dropped by 1.93% this week, arriving at US$2.445.