Group 1 - The core viewpoint of the articles indicates a mixed trend in the memory market, with DRAM prices experiencing slight declines for DDR5 and DDR3, while DDR4 prices continue to rise, particularly for 16Gb products [1][3] - DDR4 prices have shown a significant increase, with the mainstream DDR4 1Gx8 3200MT/s rising by 2.00%, from US$16.729 to US$17.064 during the week of December 3 to December 9 [3] - The NAND flash market is supported by supply constraints, as suppliers have not released more wafers as the year-end approaches, leading to sustained high spot prices despite limited market activity [1][3] Group 2 - The current market for wafers is characterized by "converging increases but continued strong prices," indicating a temporary correction due to previous rapid price increases [3] - The spot price for 512Gb TLC wafers increased by 0.28%, reaching US$9.634, reflecting ongoing supply-demand tightness [3]
TrendForce：DRAM现货价格走势分化 Wafer供给受限价格持续走高
智通财经网·2025-12-11 09:15