[Insights] Memory Spot Price Update: DRAM Spot Momentum Constrained as March Contracts Hold, DDR4 Weakest

According to TrendForce’s latest memory spot price trend report, regarding DRAM, upward momentum in the DRAM spot market has been constrained, with the DDR4 segment being particularly weak. Meanwhile, in terms of NAND, as negotiations for contract prices of the new quarter gradually approach, the spot market is expected to bottom out steadily before rebounding. Details are as follows:

DRAM Spot Price:

Due to March contract prices remaining flat and spot prices already trading above contract prices, upward momentum in the DRAM spot market has been constrained, with the DDR4 segment being particularly weak. Looking ahead to April, with contract prices expected to rise further, TrendForce will continue to monitor spot price momentum closely. The average spot price of the mainstream chips (i.e., DDR4 1Gx8 3200MT/s) slightly decreased by 0.29% from US$34.10 last week (March 18) to US$34.00 this week (March 24).

NAND Flash Spot Price:

Static has been heard temporarily from the spot market recently primarily due to the high extent of prices and sluggishness of consumer demand. Having said that, the market is starting to amplify in expectation towards continuous increases of subsequent contract prices, as negotiations for contract prices of the new quarter gradually approach. Under the quintessential cycle of “increases of contract prices followed by that of spot prices”, the spot market is expected to bottom out steadily before rebounding. Spot prices of 512Gb TLC wafers dropped by 0.72% this week (March 23), arriving at US$22.834.