DRAM Memory Price Update: Spot Market Trends
Recent data from TrendForce’s memory spot price trend report indicates that the DRAM market is experiencing a decline in trading volumes during China’s National Day Golden Week. This decrease in activity is putting pressure on spot prices, with some module houses looking to reduce their inventory levels. As a result, the average spot price of mainstream chips like DDR4 1Gx8 2666MT/s has dropped slightly to US$1.929 this week.
Looking ahead, it appears that a rebound in the DRAM spot market is unlikely before the year’s end. The supply-demand dynamics remain unchanged, and despite the decrease in prices, there is no indication of a significant turnaround in the near future.
On the other hand, the NAND flash market is also facing challenges. Transactions in the spot market have been slow, as buyers are hesitant to stock up during the holiday period. Suppliers are responding to this lack of demand by reducing unit prices, but this has not had a significant impact on market conditions. In fact, buyers’ reluctance to make purchases has only worsened the issue of excess supply within the market.
Specifically, spot prices of 512Gb TLC wafers have decreased by 0.58% this week, reaching US$2.595. This downward trend reflects the overall uncertainty and caution in the NAND flash market, with no immediate signs of improvement on the horizon.
In conclusion, both the DRAM and NAND flash markets are facing challenges in the current economic climate. The ongoing holiday period in China has led to a decrease in trading volumes and a reduction in spot prices. While some suppliers are adjusting their prices in response to weak demand, the overall market conditions remain challenging. As we look towards the end of the year, it is unlikely that we will see a significant rebound in either market, highlighting the need for continued vigilance and strategic planning in the memory industry.
