[Insights] Memory Spot Price Update: NAND Prices Adjusted Daily as Sellers Renege on Deals

According to TrendForce’s latest memory spot price trend report, regarding DRAM, DDR4 quotes remain above DDR5, and despite already-high spot rates, there’s no sign of a drop. Meanwhile, in NAND, some sellers chasing higher profits are reneging on previously confirmed deals, risking their reputation while pushing for new price talks. Details are as follows:

DRAM Spot Price:

Currently, spot prices are quite volatile, with DDR4 chip prices continuing to rise. DDR4 quotes are, on the whole, still higher compared to DDR5 quotes. Although spot prices are already very high, there are no signs of a decline. The average spot price of mainstream chips (i.e., DDR4 1Gx8 3200MT/s) has increased by 10.73% from US$14.914 last week (November 26) to US$16.514 this week (December 2).

NAND Flash Spot Price:

Frequent adjustments of quotations within a single day have been observed from the spot market under the expectation of exceedingly constrained supply and increasing prices. Some of the sellers, who are pursuing for an even higher profitability, are denying concluded prices confirmed previously at the cost of their reputation, and requesting new price negotiations, which fully reflects the increasingly intense level of panic buy orders within the spot market. Spot prices of 512Gb rose by 5.90% this week (December 2), arriving at US$9.607.