DRAM Spot Market:

The spot market has shown no demand turnaround this week, so prices there are stagnant. Unlike the situation in the contract market, suppliers are not collectively attempting to moderate the price decline in the spot market due to the lack of a notable rebound in the sales of consumer electronics. Also, high inventories held by module houses are keeping spot prices on a downward trajectory. On the whole, spot prices of DDR4 and DDR5 products continue to show daily drops. The average spot price of the mainstream chips (i.e., DDR4 1Gx8 2666MT/s) fell by 0.07% from US$1.461 last week to US$1.460 this week.

NAND Flash Spot Market:

The spot market is seen with a recovery of purchase willingness this week due to the power outage at SK hynix, though TrendForce’s survey confirms that the particular incident has not yielded any impact towards market supply. Low-priced transactions no longer exist among spot prices of NAND Flash after suppliers’ significant drop of production in 2H23, and the declination that lasted for several consecutive weeks is now halted. 512Gb TLC wafer spots have risen by 0.28% this week, arriving at US$1.440.

DRAM Spot Market:

Continuing from the previous week, the influx of used chips that were stripped from decommissioned server DRAM modules is still causing spot prices of DDR4 products to drop. As for DDR5 products, there is no such issue affecting their supply. However, module houses are holding a high level of inventory for DDR5 products because they stocked up aggressively in 2Q23, while the actual demand remains in a slump. Hence, spot prices on the whole have kept falling. The average spot price of the mainstream chips (i.e., DDR4 1Gx8 2666 MT/s) dropped by 0.74% from US$1.479 last week to US$1.468 this week.

NAND Flash Spot Market:

The spot market has been lingering at sluggish transactions since July under feeble inquiries between market participants. Fortunately, the reduction of spot prices has somewhat mitigated over the past two weeks due to suppliers’ continuous intention in an on-going production cut and price increment. Certain components have not seen a further drop in prices after a consolidation at the low end, though the level of transactions remains at a rather insignificant extent, and the continuity of purchases will require further observations. 512Gb TLC wafer spots have risen by 1.21% this week, arriving at US$1.421.

DRAM Spot Market:

Unlike the contract market, the spot market still shows daily drops mainly due to the influx of used chips that were stripped from decommissioned server DRAM modules. Since the demand situation has yet to turn around, spot prices on the whole continue to slide. There are no indications of a rebound in the near future. Regarding the mainstream chips (i.e., DDR4 1Gx8 2666MT/s), their average spot price fell by 0.67% from US$1.492 last week to US$1.482 this week.

NAND Flash Spot Market:

The NAND Flash spot market has yet to recover from its sluggishness since the end of June, and suppliers are still lingering under heavy sales pressure with no aggressive purchases due to the absence of peak season demand from Europe and America that was previously anticipated. These aforementioned stocking dynamics have led to an increase of 0.14% in 512Gb TLC wafer spots this week, arriving at US$1.404.