DRAM Spot Market:

The spot market has not changed noticeably from the previous week and still lacks significant demand momentum. Therefore, spot prices of DDR4 and DDR5 chips have maintained a mostly flat to slightly downward trend. Module houses also hold a conservative demand outlook, so they have yet to actively raise the spot prices of their products.

Currently, the overall price trend remains steady due to suppliers’ efforts to limit supply and prop up prices. However, more chips will be released into the spot market in 2Q24. This supply increase will be especially noticeable for DDR5 products, and spot prices, on the whole, will probably weaken as a result. The average spot price of the mainstream chips (i.e., DDR4 1Gx8 2666MT/s) fell by 0.05% from US$1.940 last week to US$1.939 this week.

NAND Flash Spot Market:

Despite enervation from end demand, quotations for NAND Flash wafers and other related products have yet to loosen under the stimulation generated by the ongoing increment of contract prices, and prices are still somewhat being supported on the whole. Additionally, provision from suppliers has not expanded significantly, where overall price dynamics are slightly better than that of DRAM spots. 512Gb TLC wafer spots have risen by 8.26% this week, arriving at US$3.840.

DRAM Spot Market:

In the spot market, the demand momentum has not been strong enough to push up prices further since the end of the Lunar New Year holiday. Hence, the overall transaction volume remains low. Demand is tepid for modules as buyers are relatively passive during the slow season. As for chips, their prices have been propped up by sporadic transactions. The average spot price of mainstream chips (i.e., DDR4 1Gx8 2666MT/s) dropped by 0.41% from US$1.950 last week to US$1.942 this week.

NAND Flash Spot Market:

The NAND Flash spot market continues with its sluggishness this week. Sellers, taking into account the extended days of sales, have been engaging in active quotations and offering room for bargaining to conclude transactions, while buyers, who have dissipated in rush orders, together with their sufficient inventory in handling corresponding demand, have been reluctant in undertaking the aforementioned offering. On the whole, NAND Flash spots are experiencing a confined extent of increment amidst sluggishness. 512Gb TLC wafer spots have risen by 4.28% this week, arriving at US$3.585.

According to TrendForce’s latest release on memory spot prices, with no signs of loosening in contract market prices for DRAM and NAND Flash, spot prices are expected to remain relatively stable in the short term. Details are as follows:

DRAM Spot Market:
In the spot market, buyers and sellers are still mostly passive at this moment due to the celebration of the Lunar New Year. Therefore, spot prices of chips and modules have held relatively steady since before the holiday break. Currently, contract prices are showing no signs of weakening, so TrendForce expects spot prices of some DRAM products to stay mostly flat in the short term. The average spot price of mainstream chips (i.e., DDR4 1Gx8 2666MT/s) rose by 0.98% from US$1.939 last week to US$1.958 this week.

NAND Flash Spot Market:
Most spot traders are still celebrating Chinese New Year, and have yet to see any significant price changes, where both wafer and SSD prices are mostly at the level prior to the holiday. With no signs of easing in contract prices, partial spot prices are also expected to be relatively sturdy in the short term. The 512Gb TLC wafer spot stayed flat this week at US$3.437.

TrendForce releases latest trends in memory spot prices. With subdued DRAM supply and demand, transactions are limited. NAND Flash shows low trading volumes as well, expected to persist until after the Chinese New Year. Details below:

DRAM Spot Market:

DRAM spot prices are rising steadily, with larger hikes for chips and smaller increases for modules. Regarding chip spot prices, DDR5 products have shown a sharper price increase compared to DDR4 products. However, the quantities that DRAM suppliers have released into the spot market have been fairly limited since the first quarter is the slow season, so transaction volumes are also modest.

Currently, some Chinese OEMs are winding down their operations in preparation for the Lunar New Year holiday, so the state of spot trading is expected to remain like this until the end of the holiday. The average spot price of the mainstream chips (i.e., DDR4 1Gx8 2666MT/s) rose by 1.00% from US$1.903 last week to US$1.922 this week.

NAND Flash Spot Market:

Suppliers are maintaining an extremely restricted shipment on 3D wafers, which explains the steady increase of prices despite low transactions, though the elevation of prices has fallen below that of recent DRAM spots. Client SSD is also amplifying in partial prices from ongoing demand of replenishment among fabs.

A number of Chinese fabs are going on holiday with Chinese New Year arriving imminently, and the current transaction status is likely to carry on until after the holiday. 512Gb TLC wafer spots have risen by 6.77% this week, arriving at US$3.437.

According to the latest memory spot price trends released by TrendForce, the DRAM spot market is experiencing limited upswing due to poor channel demand, while the NAND Flash market is expected to enter a period of price stabilization, with the upswing also anticipated to converge. Details are as follows:

DRAM Spot Market:

In the spot market, Kingston has finally raised prices of DDR4 and DDR5 modules after a year without price hikes. However, Kingston has not raised prices significantly, and related transactions have been rather tepid. Currently, spot prices are converging on contract prices for DRAM modules. Since channel demand is not particularly strong, this round of price hikes is still limited. The average spot price of the mainstream DRAM chips (i.e., DDR4 1Gx8 2666MT/s) rose by 1.20% from US$1.833 last week to US$1.855 this week.

NAND Flash Spot Market:

The spot market, having undergone a significant price increment within a short span of time previously, has returned to its off-season demand after the dissipation of stocking momentum for year-end festivals, where orders for memory cards, USB flash drives, and SSD are lingering amidst sluggishness. The spot market, as projected by TrendForce, will be entering a price consolidation phase, followed by a subsidence in the increase of prices. 512Gb TLC wafer spots have risen by 2.28% this week, arriving at US$3.188.