[Insights] Memory Spot Price Update: Top DRAM Suppliers Ending DDR3/DDR4 Output, Driving Price Surge

According to TrendForce’s latest memory spot price trend report, regarding DRAM, the three major DRAM suppliers have announced the impending end of production for DDR3 and DDR4 DRAM. This has triggered a rapid response in the spot market, with buyers busily stocking up on related memory products in advance. As for NAND flash, high spot prices and uncertain tariff policies have put the market in a wait-and-see mode. Details are as follows:

DRAM Spot Price:

The three major DRAM suppliers have announced the impending end of production for DDR3 and DDR4 DRAM. This has triggered a rapid response in the spot market, with buyers busily stocking up on related memory products in advance. The news of the discontinuation partially offsets the wait-and-see sentiment stemming from US tariff policies, and some buyers may consider accepting price hikes to maintain sufficient inventory in the short term. Overall, the increase in restocking demand has driven up spot prices across the board.

Regarding PC DRAM modules, the major suppliers’ announcement of the eventual end of production has affected market sentiment. Buyers’ willingness to stock up has risen, and quote inquiries have also increased. Prices have climbed in line with market expectations, and the procurement momentum and transaction volumes have slightly improved. However, uncertainties remain regarding the demand situation in the second half of the year. In the short term, spot prices may fluctuate at relatively high levels due to supply-side factors and procurement demand, but further observations are required to assess later developments. For mainstream chips (i.e., DDR4 1Gx8 3200MT/s), the average spot price has risen by 4.88% from US$ 1.720 last week to US$ 1.804 this week.

NAND Flash Spot Price:

Price hikes resulted by production cuts are reflected in the spot market ahead of the contract market. The relatively high existing spot prices, together with ambiguity of tariff policies, have shifted the entire market to a wait-and-see status, followed by a sizable reduction in both price inquiries and transactions. Spot prices of 512Gb TLC wafers have dropped by 0.54% this week, arriving at US$2.749.