The price - increase effect continues to ferment. The prices of industry - and channel - level SSDs, DIMM, and embedded NAND finished products have been raised again.

Currently, the focus of the memory market mainly revolves around the actual implementation of supply and pricing by memory manufacturers. Although memory manufacturers recently announced the temporary quotations of some products, it still takes some time to promote the substantive negotiations between the supply and demand sides. Before the supply strategy of memory manufacturers is clearly finalized, memory brand suppliers generally slow down the order - taking rhythm, and market transactions mainly consist of small - batch orders.

In recent times, the impact of the overall tightening of NAND and DRAM supply and price increases from memory manufacturers and the spot trading side has continued to spread to memory finished products in major markets. Some memory suppliers have significantly raised the quotations of related products with a tough attitude, and the increase has completely exceeded customers' psychological expectations. Only urgent orders from individual customers are willing to accept the high prices. Since the third quarter, the cost pressure brought by the significant price increase of memory products has begun to show a conduction effect on some application markets. For example, new mobile phone models such as vivo X300 and Redmi K90 released recently have increased their selling prices compared with the previous generation due to the increase in memory costs. Some low - end mobile phone models even adopt a capacity - reduction plan to relieve cost pressure.

The upward trend of upstream resources continues. Yesterday, the prices of Flash Wafers increased across the board. The prices of 1Tb QLC/1Tb /512Gb/256Gb TLC NAND Flash Wafers were adjusted to $6.80/$7.40/$5.00/$3.50 respectively; the prices of DDR4 16Gb 3200/16Gb eTT/8Gb 3200/8Gb eTT/4Gb eTT were adjusted to $16.00/$6.40/$6.80/$3.20/$1.25 respectively; the prices of DDR5 24Gb Major/16Gb Major/16Gb eTT were adjusted to $15.00/$10.00/$6.60 respectively.

With the continuous supply control at the resource end for nearly two months, the prices of NAND and DDR particles, including low - end resources, have increased significantly across the board. Traders take the opportunity to drive up quotations, and many of them double or more. Currently, the resources in circulation on the market are still very scarce. Although channel suppliers have the need to replenish inventory, the prices are too high and the supply is very limited. Most can only maintain production with old inventory. Based on the continuous supply control and price increase of NAND and DDR resources, some channel suppliers have significantly raised the quotations of corresponding finished products, and their willingness to accept orders is rather low. Of course, products with excessively high prices are often difficult to be traded. This week, the prices of channel SSDs and DDR4 DIMMs continued to rise.

Considering factors such as the tough price - increase attitude of memory manufacturers and the still - tight NAND supply, current industry suppliers, on the basis of controlling the shipping rhythm, give priority to meeting the certain procurement needs of their high - quality PC customers. Some other non - tier1 customers with smaller volumes may need to pay a higher price to obtain a small amount of supply. As for DDR4 SODIMM, due to the long - term limited supply of upstream DDR, the current inventory has dropped to a relatively low level. Even though memory suppliers anticipate that industry customers may not accept the current high prices, they still continue to significantly increase the price of DDR4 SODIMM.

Although there is still no conclusion on the supply volume and price of original - factory NAND resources, judging from the price of spot NAND resources, from September to now, the prices of 512Gb TLC/1Tb TLC/QLC NAND have generally increased by nearly 40% cumulatively. Driven by the resource price - increase effect, memory suppliers continue to significantly increase the quotations of embedded eMMC and UFS products. Due to the excessively high quotations, only embedded NAND finished products of individual capacities have small - order transactions. The cost pressure brought by the significant price increase of memory products has had a substantial impact on mobile phone manufacturers, forcing some mobile phone models to adopt a capacity - reduction strategy to average out production costs.