TrendForce: DRAM Sellers Hoard Inventory, Mainstream DDR4 Prices Rise Approximately 10%

Stock News01-15

According to the latest spot price trend report for memory from TrendForce, despite relatively subdued trading activity, spot prices for DRAM continue to climb. Suppliers and traders have adopted a strategy of holding back sales (retaining inventory), which has driven the average price of mainstream DDR4 1Gx8 3200MT/s up by 9.64%. Meanwhile, in the NAND flash market, although some buyers have adopted a wait-and-see approach, spot traders who are optimistic about future price trends are refusing to cut prices to stimulate sales.

The DRAM spot market continues its upward trend for consecutive days, buoyed by strong contract price increases. Suppliers and intermediaries holding inventory are clearly reluctant to sell, resulting in overall trading volume remaining quite constrained. The price of mainstream chips, DDR4 1Gx8 3200MT/s, rose by 9.64% this week (1/7-1/13), increasing from US$25.407 on January 7th to US$27.857 on January 13th.

Spot prices in the NAND market have been adjusted further upwards recently. Influenced by factors such as current spot prices being significantly high, weak demand for consumer products, and factories approaching holiday closures for the Lunar New Year, some buyers are taking a wait-and-see stance. However, based on an optimistic outlook for subsequent price trends, spot traders have not chosen to hastily offer discounts to move inventory, leading to平淡 market trading volume. This week (1/7-1/12), the spot price for 512Gb TLC Wafer increased by 9.68%, reaching a unit price of US$15.052.

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