[Insights] Memory Spot Price Update: NAND Price Declines Linked to Potential Supplier Wafer Expansion

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According to TrendForce’s latest memory spot price trend report, regarding DRAM, the decline in DDR5’s spot prices has been relatively modest, while DDR4 and DDR3 products experience more significant pressure. As for NAND flash, spot prices could continue to fall also due to the possible expansions of wafer provision from suppliers at the end of the year. Details are as follows:

DRAM Spot Price:

Regarding DDR5 products, the decline in their spot prices has been relatively modest, but the trading momentum remains sluggish. As for DDR4 and DDR3 products, their spot prices continue to drop due to experiencing more significant pressure. Looking at DDR4’s future spot price trend, demand has been rapidly shifting towards platforms that primarily adopt DDR5. Consequently, clearing existing DDR4 inventories in the spot market is challenging, and the downward price trend is expected to persist for a considerable period. The average spot price of mainstream chips (i.e., DDR4 1Gx8 2666MT/s) has fallen by 2.33% from US$1.887 last week to US$1.843 this week.

NAND Flash Spot Price:

Transactions have been sluggish after the conclusion to the peak period of purchase momentum, and market rumors of production cuts among suppliers have proven to be ineffective towards halting the deterioration of spot prices that could continue to fall also due to the possible expansions of wafer provision from suppliers at the end of the year. Spot prices of 512Gb TLC wafers have dropped by 2.66% this week, arriving at US$2.380.