Subject


DRAM


2023-10-25

[Insights] DRAM Spot Price Stall to rise; the Increase in NAND Flash is Limited in Late October

DRAM

DRAM Spot Market The price trend in the spot market has diverged slightly compared with the price trend in the contract price. Spot prices of DRAM chips and modules rose successively over the previous several weeks. However, the upward momentum has lost steam in recent days due to a lack of chann...

2023-10-18

Memory Spot Price Updates: DRAM and NAND Flash Prices Soaring at Relatively High Levels

DRAM

DRAM Spot Market: Even though the National Day holiday period has ended in China, the situation in the spot market is similar to that in the contract market. Specifically, spot trading has slightly declined due to insufficient actual demand. However, spot prices remain relatively high despite the...

2023-10-13

Q4 DRAM Contract Prices Estimated Quarterly Increase of 3-8% After 8 Quarters Drops Continously

DRAM

TrendForce reports indicate a universal price increase for both DRAM and NAND Flash starting in the fourth quarter. DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%. Whether this upward momentum can be sustained will hinge on the suppliers' steadfastness in maintainin...

2023-10-12

[News] Nanya Tech Expects Continued Conservative Spending to Balance DRAM Supply-Demand in 2024

DRAM

On October 11, Nanya Technology held an investor conference where CEO Li Pei-Ying noted that DDR5 prices have risen. Nanya Technology's primary products, DDR3 and DDR4, have halted their decline, with recent negotiations indicating potential price increases and an expected improvement in ASP (averag...

2023-10-12

Continuous Rise in HBM Demand, Memory Giants Expecting HBM4 Delivery in 2025

DRAM

Amidst the AI boom, HBM technology steps into the spotlight as market demand continues to surge. Global market research firm TrendForce anticipates a 58% year-on-year increase in HBM demand in 2023, with a potential additional growth of approximately 30% in 2024. Compared to traditional DRAM, HBM...

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