DRAM Prices Turn Downward After One Year... 9.51% Drop in October View original image


[Asia Economy Reporter Hyunjin Jeong] The downward trend in memory semiconductor prices has become a reality. The fixed transaction price of DRAM, a representative memory semiconductor, turned to a decline in October for the first time in a year. NAND flash prices remained stable, but concerns about a short-term downturn in the memory semiconductor market are expected to persist.


According to DRAMeXchange on the 29th, the fixed transaction price of PC DRAM (DDR4 8Gb 2133MHz) in October averaged $3.71, down 9.51% from the previous month. This is the first decline in a year since DRAM prices fell 8.95% in October last year. In terms of average price, the fixed transaction price, which had remained above $4 from July to September, fell back into the $3 range.


The fixed transaction price of DRAM showed a downward trend in October last year but reversed to an upward trend, rising 5.26% in January, and in April, when expectations for a supercycle recovery increased, it recorded a 26.67% increase. This upward trend continued in the third quarter, with prices rising 7.89% in July. The fixed transaction price of DRAM shows significant fluctuations at the beginning of each quarter because companies enter into long-term contracts quarterly.


TrendForce explained, "The fixed transaction price of PC DRAM fell due to decreased demand caused by high inventory levels," adding, "PC manufacturers currently hold more than 10 weeks of DRAM inventory, and some companies hold more than 14 weeks of inventory."



The fixed transaction price of general-purpose NAND flash products (128Gb 16Gx8 MLC) in October remained at $4.81, the same as last month. NAND prices fell 3.45% in October last year but have since risen 8.57% in April and 4.48% in July, showing an upward trend. For NAND, supply has been relatively insufficient compared to demand, so prices are expected to either rise slightly or remain stable.


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

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