Insights
According to TrendForce’s latest memory spot price trend report, regarding DRAM, OEMs are gradually increasing inventory levels to ensure they have safe amounts of stock on hand before tariff policies become clearer, while DRAM suppliers have simultaneously raised spot prices of DRAM products by 8-10%. As for NAND flash, mainstream products on the market are currently leveled in prices due to the deceleration of demand. Details are as follows:
DRAM Spot Price:
The United States has implemented a grace period for most of the reciprocal tariffs, thereby alleviating concerns about declining market demand in the short term. OEMs are adjusting their procurement strategies, gradually increasing inventory levels to ensure they have safe amounts of stock on hand before tariff policies become clearer. DRAM suppliers have simultaneously raised spot prices of DRAM products by 8-10%. For low-priced chips in particular, spot buyers are actively responding to quotes and stocking up, thus pushing up spot prices. Nevertheless, strategic stocking activities constitute the majority of overall demand. For mainstream chips (i.e., DDR4 1Gx8 3200MT/s), the average spot price has risen by 2.81% from US$ 1.673 last week to US$ 1.720 this week.
NAND Flash Spot Price:
Unlike the contract market, the spot market is surrounded with concerns of reduction on short-term demand subsequent to the US implementing the grace period for tariffs. End buyers have started adjusting their purchase strategies, and decided to slow down on order pulls for the time being in order to place additional orders to complete their deployment of a safe inventory after further confirmations are provided for corresponding policies. Mainstream products on the market are currently leveled in prices due to the deceleration of demand. Spot prices of 512Gb TLC wafers have dropped by 0.04% this week, arriving at US$2.764.
