LPDDR4X供应趋紧再度上调现货价格 渠道市场回归理性下DDR4内存条高位横盘

Core Viewpoint - The supply of LPDDR4X is tightening, leading to a slight increase in spot prices, while the DDR4 memory market is stabilizing at high levels due to a rationalization in the channel market [1] Group 1: LPDDR4X Supply and Pricing - The overall supply satisfaction rate for LPDDR4X is low, with manufacturers maintaining a strong attitude towards price increases [1] - This week, LPDDR4X product prices have generally seen a slight rise, with some DDR4 memory prices also increasing in response to resource price hikes [1] Group 2: DDR4 Memory Market Dynamics - The channel market has experienced a cooling trend after over a month of price increases, leading to a more rational pricing environment [1] - The difficulty in raising DDR4 prices in the channel market has resulted in a general stabilization at high levels, although some products have faced a "price without market" situation due to previous significant price increases [1] Group 3: Market Conditions and Inventory - The shortage of PCB boards in the channel market has not been effectively alleviated, resulting in longer delivery times for DDR4 memory [1] - Channel manufacturers are holding a significant amount of non-finished goods inventory, while the overall market for memory bars, SSDs, and embedded Flash products remains stable [1]