According to the latest report from TrendForce， the DRAM market is experiencing an unprecedented surge in demand， leading to a significant increase in spot prices. This week， DDR5 chip prices have seen a dramatic spike of 30%.
DRAM Spot Prices:
The spot market has witnessed considerable hoarding activity this week， with buyers rushing to secure inventory as soon as quotes are released. This behavior is primarily attributed to the continuous supply constraints and shipment limitations imposed by suppliers and major module manufacturers like Kingston.
Despite a noticeable gap between actual spot transaction prices and official quotes， buyer enthusiasm remains high， fueling a rush to stock up. Driven by robust demand， the spot price for DDR5 chips has surged by 30% this week. The growing imbalance between market supply and demand， coupled with the difficulty in resolving short-term supply issues， is compelling buyers to secure inventory proactively to ensure stable supply from the end of this year into early next year.
The average spot price for mainstream chips (DDR4 1Gx8 3200MT/s) also saw an increase of 11.61%， rising from $9.523 last week to $10.629 this week.
NAND Flash Spot Prices:
NAND flash spot prices have also shown a clear upward trend， largely influenced by consecutive substantial increases in contract prices. To maximize profits， suppliers are controlling the release of wafer resources. Manufacturers holding inventory are exhibiting a reluctance to sell， anticipating further price increases， which has led to a near-zero supply of products on the market.
The restricted spot supply has resulted in sporadic market transactions. However， with the continuous tightening of supply， prices are expected to climb further. This week， the spot price for 512Gb TLC rose by 14.21% to $5.514.
