Core Viewpoint - The recent decline in DRAM spot prices marks the first adjustment since September 2025, providing some relief to downstream manufacturers facing rising storage costs [1][2]. Group 1: DRAM Price Trends - Last week, DRAM spot prices weakened after several months of increases, indicating a potential shift in the market [2]. - OEMs have reported that the cost of DRAM in low-end PCs, smartphones, and tablets has exceeded reasonable levels, with some products struggling to absorb these costs [2]. - There is a significant gap between DRAM spot prices and contract prices, with first-tier OEMs obtaining contract prices around $10 to $20 per GB, which is much lower than current spot prices [2]. Group 2: Future Price Expectations - Despite the recent price adjustment, the overall trend in the storage industry is expected to remain upward, driven by increasing demand from AI and data centers [3]. - TrendForce forecasts that the average contract price for Conventional DRAM will increase by 90% to 95% in Q1 2026, while NAND Flash prices are expected to rise by 55% to 60% [3]. - Bank of America has raised its mid-term outlook for the storage industry, increasing the average selling price (ASP) expectations for DRAM and NAND by over 20% for 2026 [3].
DRAM芯片现货价，首次回调
3 6 Ke·2026-02-03 02:43