[Insights] Memory Spot Price Update: Buying Interest Stays Focused on DDR5 as Mainstream DDR4 Edges Down 0.25%

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, buying interest remained concentrated on suppliers’ DDR5 chips, while mainstream DDR4 pricing largely moved sideways, with DDR4 1Gx8 3200MT/s chips edging down 0.25% this week. In the NAND flash segment, spot market activity has visibly cooled, with cumulative declines reaching 30%–40% over the past month. Details are as follows:

DRAM Spot Price:

Continuing last week’s spot market momentum, trading activities on the whole remained subdued due to holiday periods in certain regional markets. Market inquiries continued to concentrate on suppliers’ DDR5 chips. Although procurement activities supported the original price levels, buyers grew more cautious about chasing prices higher as suppliers raised their quotes. Mainstream DDR4 chips traded sideways. The average spot price of the mainstream DDR4 1Gx8 3200MT/s chip declined by 0.25% this week (May 5) (from US$32.48 to US$32.40).

NAND Flash Spot Price:

The spot market has been apparent in reduction over the past month at an accumulation of -30% to -40% due to two major factors, including the decoupling between quotations and buyers’ anticipated prices, as well as how traders are taking lead in price drop under pressure in funds. This triggered a chain reaction, and prompted buyers to believe that there remains further room for price drops, and market transactions may not rebound prior to the market reaching a consensus. Spot prices of 512Gb TLC dropped by 0.57% this week (May 4), arriving at US$20.472.