Insights
According to TrendForce’s latest memory spot price trend report, regarding DRAM, the upward momentum has extended from DDR5 to DDR4. It is believed that in the short term, or over the next several weeks, spot prices will remain fairly strong. As for NAND flash, suppliers’ controlled shipment has yielded quotations without actual transactions. Details are as follows:
DRAM Spot Price:
Spot prices continue to climb, and the upward momentum has extended from DDR5 to DDR4. Overall, the demand related to consumer electronics has not recovered noticeably. However, contract prices are showing clear signs of a rise in the near future. Moreover, spot traders and module houses are actively stocking up. Therefore, the upswing in spot prices will continue. Additionally, suppliers with low-priced inventories are now mostly limiting supply. If prices have not gone up enough, suppliers are going to hold back instead of selling off their stocks. TrendForce believes that in the short term, or over the next several weeks, spot prices will remain fairly strong. The average spot price of mainstream chips (i.e., DDR4 1Gx8 3200MT/s) has risen by 4.41% from US$1.495 last week to US$1.561 this week.
NAND Flash Spot Price:
Suppliers’ controlled shipment has yielded quotations without actual transactions. Aside from ongoing market favoritism and price hikes on small-density MLC eMMC over the past two months, there has also been a significant increase in wafer and SSD inquiries recently, though intentional product controls by suppliers and the lack of consensus on prices between market participants have generated sluggish transactions. Spot prices of 512Gb TLC wafers have risen by 5.23% this week, arriving at US$2.715.
