The supply of spot NAND and DRAM resources is tightening across the board, and memory prices have collectively risen strongly this week!

Since last month, driven by both supply control and price hikes from memory manufacturers, the prices of spot Flash Wafers have increased strongly. In just one and a half months, the price of 1Tb Flash Wafer has increased by nearly 15% cumulatively, and the price of 512Gb Flash Wafer has increased by more than 20%. Looking at a longer time period, the prices of NAND resources are now almost on par with or even higher than those of the same period last year.

Under the supply intervention of memory manufacturers, the prices of all resources including NAND and DRAM at the spot trading end have increased rapidly. Affected by the rising upstream resources and tightening supply, the production costs of corresponding products have increased significantly, triggering a price - hike tide for storage finished products in various application ends such as servers, mobile phones, and PCs.

Driven by supply control of upstream resources, in the face of frequent inquiries from the demand side, memory suppliers are generally in no hurry to accept orders and strictly control the shipping rhythm. Currently, the attitude of the supply side remains the main factor affecting the entire memory market. If the resource side remains tight in the future, the supply - demand balance will tilt more rapidly towards the seller, and memory suppliers will be even more reluctant to sell due to supply control. As a result, the prices of memory finished products will continue to rise in the future.

Specific to the prices of upstream resources, yesterday, the prices of Flash Wafers increased across the board. The prices of 1Tb QLC/1Tb /512Gb TLC Flash Wafers were adjusted to $5.50/$6.20/$3.80 respectively; the prices of DDR4 16Gb 3200/16Gb eTT/8Gb 3200/8Gb eTT/4Gb eTT were adjusted to $10.00/$5.00/$4.80/$2.60/$0.90 respectively; the prices of DDR5 24Gb Major/16Gb Major/16Gb eTT were adjusted to $9.80/$7.00/$5.20 respectively.
In recent times, the supply of NAND and DRAM, including low - end resources, has been continuously tight. The spot trading end has a serious hold - on - market situation. Resources within the price range that channel suppliers can afford are basically hard to come by. The shadow of supply control and price hikes continues to hang over the channel market. Coupled with the hot trading atmosphere, channel customers' enthusiasm for inquiries has reached an all - time high, and channel suppliers have strongly raised the prices of SSDs and DDR4 and DDR5 DIMMs.

Based on the supply control and significant price - hike signals from the upstream NAND resource side, the price increase of design - in memory products in the PC market is inevitable. Industry suppliers have gradually started to quote prices to some major PC customers. However, with the continuous shortage of resource supply, industry suppliers' reluctance to sell is becoming more intense. In the future, there is a possibility that they may update their quotations at any time while controlling the shipment volume. As for SODIMM, due to the fact that memory manufacturers have not provided normal supplies of DDR4 and DDR5 particles for several months, the stocking needs of industry suppliers cannot be met. Moreover, the prices at the trading end are too high, and most industry suppliers find it difficult to afford the high - priced DDR particles. However, as the inventory of some products is running low, the supply risk faced by industry suppliers is further exacerbated. This week, the prices of industry - level SSDs and DIMMs increased across the board.

The quotations of RIDIMM also increased significantly. Specifically, the price of DDR4 RDIMM 16GB 3200 increased by 66.67% to $150.00, the price of DDR4 RDIMM 32GB 3200 increased by 42.86% to $200.00, the price of DDR4 RDIMM 64GB 3200 increased by 33.33% to $320.00, the price of DDR5 RDIMM 32GB increased by 24.14% to $180.00, the price of DDR5 RDIMM 64GB increased by 13.21% to $300.00, and the price of DDR5 RDIMM 96GB increased by 15.66% to $480.00.

Previously, due to the nearly one - year supply shortage of low - capacity NAND resources, the price - increase mode started first since last November. precisely because the low - capacity embedded products had accumulated a certain increase in price in the early stage and continuously broke through previous highs, this time, the impact of supply control and price hikes at the resource end was more concentrated on high - capacity embedded memory products. The prices of eMMC5.1 and UFS2.2 products with a capacity of 128GB and above increased by more than 10% across the board, while the price increase of products with a capacity of less than 64GB was relatively small. In addition, the supply control of LPDDR4X resources has not been relaxed. Memory suppliers have a certain psychological expectation of price increases for relevant resources from memory manufacturers in the future, and they actively raise the prices of corresponding LPDDR4X products. The prices of eMCP and uMCP also increased accordingly.