[Insights] Memory Spot Price Update: NAND Demand Rebounds in Retail Market on Chinese Subsidies

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According to TrendForce’s latest memory spot price trend report, regarding DRAM, demand has slightly improved in the spot market. Some buyers have started to seek quotes in response to their incoming orders, though transaction prices are still relatively low. As for NAND flash, demand has started to recover in the retail market for PC SSDs and smartphone storage solutions thanks to the Chinese government’s subsidies. Details are as follows:

DRAM Spot Price:

This week, demand has slightly improved in the spot market. Some buyers have started to seek quotes in response to their incoming orders, resulting in a modest increase in the volume of inquiries in the spot market. However, buyers remain cautious and are testing the market with low prices. Therefore, transaction prices are still relatively low.

Regarding reball chips, there is a small amount of transactions made in the lower price range, and this has slowed down the price decline. As for RDIMMs, due to the change in production year, the demand is now concentrated in products with the newer date code. High quotes have affected buyers’ intention to purchase, leading to an average performance with respect to the trading of RDIMMs.

Overall, spot prices are still relatively weak due to high inventory levels and low demand, and the market expectations remain cautious. The average spot price of mainstream chips (i.e., 1Gx8 3200MT/s) fell by 0.34% from US$1.469 last week to US$1.464 this week.

NAND Flash Spot Price:

Demand has started to recover in the retail market for PC SSDs and smartphone storage solutions thanks to the Chinese government’s subsidies. Consequently, the decline in spot prices has moderated. The spot price of 512Gb TLC wafers has dropped by 0.21% this week to US$2.420.