DRAM memory chip spot prices fall, NAND trading is weak
According to a report by market research firm TrendForce, there is no significant improvement in spot prices for both DRAM memory and NAND Flash in the short term.
In terms of DRAM spot prices, the spot market prices continue to deviate from the contract market, with no signs of improvement. In addition to excessive inventory in memory module factories, the consumer market is still weak and there are no signs of the upcoming peak season.
The average spot price of mainstream DRAM chips such as DDR4 1Gx8 2666MT/s has dropped from last week's $1.881 to this week's $1.835 starting from June 17th, a decrease of 2.54%.
In terms of NAND flash memory spot prices, although spot suppliers are willing to compromise on prices, weak market transactions and sufficient channel inventory have hindered demand recovery. This has led to a continuous deviation between NAND spot prices and forward prices, and the storage industry is adopting a wait-and-see attitude towards whether the market will recover in the third quarter of 2024. The spot price of 512Gb TLC wafers fell 0.57% this week to $3.309.