[Insights] Memory Spot Price Update: DDR5 Spot Price Gains Narrow Amid Sluggish Trading; DDR4 Rebounds

According to TrendForce’s latest memory spot price trend report, in terms of DRAM, DDR5 spot price gains narrowed amid sluggish trading, while DDR4 2Gx8-3200 and 1Gx8-3200 prices rebounded after earlier declines. In the NAND flash segment, spot prices are expected to remain under pressure in the near term amid weak buying sentiment, with 512Gb TLC wafer prices down 0.33% this week. Details are as follows:

DRAM Spot Price:

This week, the spot market inched up overall. However, most inquiries were only probing the price trend, with limited real demand released, so trading activity remained sluggish. The increase in spot prices of DDR5 products narrowed. Although there were some scattered inquiries for branded chips, most buyers remained on the sidelines. For DDR4, prices of 2Gx8-3200 and 1Gx8-3200 specifications rebounded after earlier declines, while prices of eTT product stopped falling and entered a consolidation phase. The average spot price of mainstream chips (i.e., DDR4 1Gx8 3200MT/s) has increased by 3.70% from US$32.40 last week (May 20) to US$33.60 this week (May 26).

NAND Flash Spot Price:

The spot market remains lethargic in purchase sentiment this week, where a significant difference towards the consensus of prices persists between market participants. A small number of channels have alleviated their room of bargaining to accelerate capital turnover, and are awaiting stimulation on transactions, though clients are still strong on the wait-and-see approach. Overall market is merely supported by sporadic and rush orders for the time being, and is not seen with any major stocking activities nor buy orders, which also indicates how spot quotations would continue to be on the weaker end in the short term. Spot prices of 512Gb TLC wafers dropped by 0.33% this week (May 25), arriving at US$20.638.