[Insights] Memory Spot Price Update: DRAM Prices Fall across the Board with DDR4 Suffering Larger Drops

---

---

According to TrendForce’s latest memory spot price trend report, regarding DRAM, the spot market is still seeing an across-the-board price decline for both DDR4 and DDR5, while DDR4 products are noticeably suffering larger drops. As for NAND flash, the declination of spot prices remains unchanged. Details are as follows:

DRAM Spot Price:

Continuing from the previous week, the spot market is still seeing an across-the-board price decline for both DDR4 and DDR5 products. DDR4 products are noticeably suffering larger drops. Module houses’ high inventory levels, combined with demand shifting from DDR4 to DDR5, suggest that prices of DDR4 products still have substantial room for further drops. The average spot price of mainstream chips (i.e., DDR4 1Gx8 2666MT/s) has fallen by 0.16% from US$ 1.843 last week to US$ 1.840 this week.

NAND Flash Spot Price:

The declination of spot prices remains unchanged. Spot traders, after getting rid partial low-priced inventory in 1H24, have been absorbing increasing prices for subsequent stock ups, which raised their average cost of inventory, and the drastic depletion of spot prices would only become even more detrimental towards their losses in 2H24. TrendForce projects such tendency to persist for the short term.