DRAM
Market prices continue to decline
This week, there are no signs of improvement in the price drop of DRAM chips. Due to ongoing pandemic control measures in some regions, market buyers are taking the opportunity to lower prices for their demand, frequently probing for the bottom. Suppliers are facing pressure to cut prices but are currently unable to compromise on such low offers, leading to a continued contraction in overall transaction volume.
For DDR4 1Gx8 2666/3200, the SK Hynix DJR-XNC is quoted at USD3.45, and the CJR-XNC is also around USD3.45, while the CJR-VKC generally quotes at USD3.45; Samsung’s WC-BCTD spot price has been continuously revised down to around USD3.76.
For DDR4 512×8 2400, the Samsung 2400 WE-BCRC price has slightly decreased to USD2.35, the WF-BCTD price is around USD2.5x, and the SK Hynix BJR-VKC spot price remains at USD2.46.
For DDR4 512×16 2666, the SK Hynix CJR-VKC generally quotes between USD3.80 and USD3.85; Samsung’s WC-BCTD price is around USD3.63.
For DDR4 256×16, the Samsung WE-BCRC price has dropped to USD2.13, while the WF-BCTD generally quotes around USD1.75.
Module spot price reference:
KST DDR4 8G 2666 $27.85
KST DDR4 16G 2666 $54.50
KST DDR4 8G 3200 $28.35
KST DDR4 16G 3200 $55.50
NAND Flash
Market prices are also declining
Due to the effects of factory shutdowns at end-user sites, NAND Flash agents and traders are unable to deliver smoothly and recover accounts receivable, leading to financial pressure. They are releasing their available stock to alleviate cash flow pressure, causing market prices to drop. Both eMMC and SSD finished products are flowing into the spot market at lower prices, and demand for chips and wafers has also noticeably weakened. Suppliers are lowering their quotes to reduce inventory, resulting in a poor overall market atmosphere and unsatisfactory transaction conditions. Only Kioxia still has sporadic inquiries, but due to long order lead times and some order delays, there have been no significant transactions.
Among them, Samsung’s SLC prices have been affected by the arrival of other brands, leading to weak market quotes. Some chips have seen slight corrections, but with fixed demand support, prices have stabilized.
SK Hynix’s SLC prices have been corrected, and although there are sporadic inquiries for low-priced parts, the limited demand volume has ultimately resulted in no transactions, with slight fluctuations in the market.
Micron’s SLC parts have seen some arrivals, and market quotes have fluctuated downwards, with low-priced parts unable to find support.
Kioxia’s SLC demand remains poor, with heavy selling pressure in the spot market and unclear end-user demand. The overall atmosphere remains cautious, with slight fluctuations leading to further declines.
TF Cards
Overall prices are showing a downward trend
This week, TF card performance has been relatively sluggish, with weak buying interest and stagnant market momentum. End-user demand is limited, and buyers continue to adopt a wait-and-see attitude. Selling pressure from the supply side persists, leading to an overall downward trend in prices, with transaction conditions being quite bleak.
THE END
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