[Insights] Memory Spot Price Update: DDR3 Strengthens While DDR4 Faces Constraints and Spec Downgrading
According to TrendForce’s latest memory spot price trend report, in terms of DRAM, mainstream DDR4 chips largely traded sideways, while DDR3 spot prices continued to rise, partly supported by tight DDR4 availability and higher costs, which have prompted some consumer DRAM buyers to downgrade specifications. In NAND flash, downstream module houses and distribution channels are maintaining cautious order intake, as weak consumer electronics demand continues to weigh on purchasing sentiment. Details are as follows:
DRAM Spot Price:
The DRAM spot market has generally maintained its upward trajectory this week, although mainstream DDR4 chips largely traded sideways. In the DDR4 and DDR5 segments, actual transaction volumes remained limited. Despite active inquiries from buyers, suppliers have been reluctant to sell and are holding back for higher prices. This has been further compounded by buyers’ hesitation to chase higher prices. In comparison, spot prices of DDR3 chips have continued to climb. This is partially due to the limited availability and high cost of DDR4 chips, which have forced some consumer DRAM buyers to downgrade their product specifications and shift toward mature products so as to secure relatively adequate supply. The average spot price of mainstream chips (i.e., DDR4 1Gx8 3200MT/s) has dropped slightly by 0.28% from US$35.9 last week (June 10) to US$35.8 this week (June 16).
NAND Flash Spot Price:
The spot market has significantly stabilized in prices upon seeing a halt in reduction recently under the increase of contract prices for 2Q26 and support of cost. Downstream module houses and channels are generally adhering to defensive and reserved order pulls as the end market of consumer electronics lacks momentum in purchase sentiment amidst sluggish demand, which constituted the wait-and-see atmosphere where transactions remain stagnant, despite sturdy market prices. Spots of 512Gb TLC wafers dropped by 1.00% this week (June 15), arriving at US$21.431.
