[Insights] Memory Spot Price Update: DRAM Extends Gradual Downtrend on Contained Selling Pressure; DDR4 Drops 1.18%
According to TrendForce’s latest memory spot price trend report, DRAM continues to face contained selling pressure, with spot prices maintaining a gradual downward trend. In the NAND segment, most sellers are expecting further increases in 2Q26 contract prices, in an attempt to lift spot prices as well. However, amid ongoing negotiations between market participants, trading sentiment has turned increasingly subdued. Details are as follows:
DRAM Spot Price:
Consistent with the previous update, some spot traders have recently begun liquidating portions of their inventory to capture arbitrage opportunities and secure cash. However, selling pressure remains controlled, and spot prices continue to exhibit a gradual downward trend. The average spot price of the mainstream chips (i.e., DDR4 1Gx8 3200MT/s) slightly decreased by 1.18% from US$33.96 last week (4/1) to US$33.56 this week (4/7).
NAND Flash Spot Price:
Transactions have been sluggish in the spot market of NAND this week, where most buyers are on the fence due to exorbitant prices. The majority of seller are anticipating for a further increase in contract prices for 2Q26 so as to push up spot prices at the same time, though a number of sellers have decided to finalize transactions by compromising on prices as they are pressurized by allocation of funds. With bargaining going on between market participants, sentiment of transactions is becoming lethargic. Spot prices of 512Gb TLC wafers dropped by 2.15% this week (4/6), arriving at US$21.68.
