TrendForce released a market analysis on May 13, 2024, highlighting diverging trends for DRAM and NAND Flash spot prices following the Labor Day holiday. The report indicates that DRAM prices rose slightly due to concentrated demand for mainstream specifications and seller hesitation. In contrast, the NAND Flash market remains weak with widening price expectations between buyers and sellers.
DRAM prices rise slightly while NAND Flash market stays weak
The spot price for DDR4 1Gx8 3200 MT/s increased by 0.94 percent to reach $32.3. This rise reflects focused demand for specific chips rather than a broad market expansion. The analysis notes that demand is currently concentrated on mainstream specs like DDR4 512×16 and 1Gx16 modules.
NAND Flash prices showed minimal movement, indicating limited range movement rather than a full market rebound. The spot price for 512Gb TLC chips increased by only 0.34 percent to $20.541. This small gain suggests that the market has not yet recovered from its previous weakness.
TrendForce projects that DRAM spot prices will continue to adjust slightly in the short term if final demand does not expand further. The agency bases this outlook on current demand concentration and seller behavior. The market analysis suggests that without broader demand growth, significant price shifts are unlikely in the immediate future.
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