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[Insights] Memory Spot Price Update: Price Hike Party Rolls on, as Tight Supply Leads to High DDR5/DDR4 Demand


2025-04-02 Semiconductors editor

According to TrendForce’s latest memory spot price trend report, regarding DRAM, suppliers continue to limit the supply in the spot market, leading to high demand and price hikes for both DDR5 and DDR4 products. As for NAND flash, the reduction in provisions and excessive price hikes have cooled transaction levels compared to last week. Details are as follows:

DRAM Spot Price:

Suppliers continue to limit the supply in the spot market, leading to high demand and price hikes for both DDR5 and DDR4 products. Module houses are also actively replenishing their inventories to avoid future price hikes. Therefore, trading activities are very energetic. However, due to limited supply, trading volumes are constrained from increasing. The average spot price of mainstream chips (i.e., DDR4 1Gx8 3200MT/s) has risen by 4.18% from US$1.580 last week to US$1.646 this week.

NAND Flash Spot Price:

Increasing prices are now manifesting in the spot market as a result of production cuts under suppliers’ rigorous shipment tempo, though the diminishment of provision and excessive price hikes have instead cooled down the level of transactions compared to that of last week. Spot prices of 512Gb TLC wafers have risen by 2.21% this week, arriving at US$2.775.

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