September DRAM Prices Steady... "4Q Fixed Prices Expected to Decline"

[Asia Economy Reporter Woo Su-yeon] The fixed transaction price of DRAM in September remained flat compared to the previous month. In the September spot trading market, prices showed a weak trend, raising concerns that fixed prices could decline through the fourth quarter.

According to market research firm DRAMeXchange on the 30th, the average fixed transaction price of general-purpose DRAM PC products (DDR4 8Gb 2133MHz) in September was $4.1, the same as the previous month. The fixed transaction price of DRAM has maintained a flat trend for two consecutive months after a sharp 7.8% increase to $4.1 in July compared to the previous month.

DRAMeXchange predicted that since PC OEMs still have sufficient inventory through the third quarter, DRAM prices are likely to decline in the fourth quarter as well. It forecasted that PC DRAM prices in the fourth quarter will fall by 5-10% quarter-on-quarter, and the decline could be larger due to continued demand stagnation.

Additionally, it noted that laptop shipments could decrease due to reduced non-face-to-face demand following the global expansion of vaccine distribution. According to TrendForce, laptop shipments in the fourth quarter are expected to decrease by about 5% quarter-on-quarter.

Meanwhile, prices of NAND flash, another memory semiconductor, also remained flat for two consecutive months. The average fixed transaction price of general-purpose NAND flash products for memory cards and USB (128Gb MLC) in September recorded $4.81, the same as the previous month.

TrendForce stated, "Although demand in the NAND flash market was relatively solid, the persistent shortage of non-memory ICs affected OEM inventory management, resulting in continued market oversupply."

D-RAM Fixed Transaction Price / Source = D-RAM Exchange

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