[Insights] Memory Spot Price Update: Production Cuts Fail to Boost Market as Sellers Struggle with Weak Demand

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According to TrendForce’s latest memory spot price trend report, regarding DRAM, the spot market has shown a marginal demand increase this week, but transaction prices remain relatively low as buyers are testing the water with low-price inquiries. As for NAND flash, announcements on production cuts from several suppliers last week have not aroused significant reactions. Details are as follows:

DRAM Spot Price:

The DRAM spot market has shown a marginal demand increase this week, but transaction prices remain relatively low as buyers are testing the water with low-price inquiries. The decline in prices of reball chips has moderated. Due to the change in production year, RDIMM buyers are shifting demand towards products with the latest date code. However, acceptance is low for products that are priced relatively high, and the momentum of trading activities is sluggish. On the whole, spot prices are still fairly weak, and the market outlook is cautious. The average spot price of mainstream chips (i.e., 1Gx8 3200MT/s) fell by 0.20% from US$1.464 last week to US$1.461 this week.

NAND Flash Spot Price:

The spot market continues to linger under sluggishness, where transactions are maintained at a relatively low level as demand gradually slows down and buyers become hesitant towards purchases. Announcements on production cuts from several suppliers last week have not aroused significant reactions from the market, and sellers are still somewhat weak in bargaining power. The lack of any substantial support on demand has prompted feeble improvement among transactions of the spot market. Spot prices of 512Gb TLC wafers have dropped by 0.62% this week, arriving at US$2.405.