Have Semiconductor Prices Hit Bottom? November Shows Stable Levels

[Asia Economy Reporter Changhwan Lee] Memory semiconductor prices remained stable in November.

According to market research firm TrendForce on the 30th, the average fixed transaction price of PC DRAM (DDR4 8Gb) this month was recorded at $2.85, the same as last month.

PC DRAM prices have generally shown a weak trend since the second half of this year. In particular, prices sharply dropped by 8.95% from $3.13 in September to $2.85 in October. At that time, prices fell significantly as China's Huawei, which was trying to stockpile semiconductors ahead of U.S. sanctions, ended its concentrated purchasing.

TrendForce explained that although laptop production decreased by about 9% last month, production volume started to increase again from November, preventing further declines in PC DRAM prices. Regarding the outlook for PC DRAM prices in the first quarter of next year, a slight decrease of no more than 5% is expected.

However, server DRAM prices declined. The 16GB server DRAM (DDR4 16GB R-DIMM) fell 5.8% from $69 last month to $65 this month. Demand for server DRAM continues to be weak as server companies accumulate inventory.

TrendForce explained that server companies are under pressure to reduce inventory currently piled up for about 4 to 5 weeks, and demand in the Chinese market is also decreasing, leading to a decline in server DRAM prices. The downward trend in server DRAM prices is expected to end by the first quarter of next year, with prices likely to rise as early as February or March.

NAND flash prices remained stable. The fixed transaction price of general-purpose NAND flash products for memory cards and USB (128Gb 16Gx8 MLC) was recorded at $4.20, the same as last month, and other NAND flash products also maintained prices similar to last month.

This content was produced with the assistance of AI translation services.