DRAM买家蜂拥而至，NAND市场“一货难求”

Core Insights - The DRAM spot prices have surged significantly, with DDR5 chips increasing by 30% due to tight supply and major manufacturers like Kingston limiting shipments [2][5] - NAND Flash spot prices are also rising, driven by limited supply and a scarcity of available inventory, leading to expectations of further price increases [2][7] DRAM Market Analysis - Some module manufacturers are facing substantial stocking pressures, prompting them to purchase aggressively in the spot market despite significant price discrepancies [5] - The current supply-demand imbalance in the DRAM market is becoming more pronounced, with customers taking preemptive stocking measures to ensure stable supply through the end of the year and into early next year [7] - The price of mainstream DDR4 1Gx8 3200MT/s has risen from $9.523 to $10.629, reflecting an increase of 11.61% [7] NAND Market Analysis - The NAND Flash market is experiencing a notable price increase, with the 512Gb TLC Wafer spot price rising by 14.21% to $5.514 due to limited wafer resources and manufacturers holding back inventory in anticipation of higher prices [2]