High prices of prime wafers are squeezing profits for module makers. Coupled with sluggish end-user demand, manufacturers are shifting to purchase downgraded materials to supply secondary markets and reduce costs—a move original suppliers welcome to clear inventory. The overall market is fluctuating at high levels. Aside from slight price increases in specific specs driven by supply constraints or rebound adjustments in high-capacity products, most items remain stable as buyers and sellers continue their price tug-of-war.

Key Highlights

• Cost Pressures & Strategy Shift: High standard wafer costs and weak consumer demand squeeze profit margins. Module makers are shifting toward downgrade materials to lower costs for price-sensitive consumer segments, helping original suppliers clear inventory.
• Price Movements by Spec:
  • MLC Series: Constrained mature node capacity and non-substitutable demand maintain mild price increases.
  • TLC Series: Divergent trends emerge as large-capacity products see slight increases driven by supplier pricing stance and rebound adjustments, while lower capacity remains flat amid slow trading.
  • QLC Series: Despite high-capacity demand, severe market resistance against high costs keeps prices strictly flat.
• Overall Market Outlook: The market remains in high-level consolidation with cautious sentiment. Trading momentum stays weak overall, with buyers and sellers locked in negotiations over pricing and material grade choices.

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