Group 1 - The core viewpoint of the article highlights the recent trends in DRAM and NAND flash memory prices, indicating a mixed market response with some price corrections due to profit-taking by traders as the year-end approaches [2][4]. - DDR5 and DDR3 spot prices have slightly declined this week due to previous rapid increases, while DDR4 prices continue to rise, particularly for the 16Gb products [2][4]. - The wafer market is experiencing a pattern of "converging increases but sustained strong prices," with key support coming from the supply side as manufacturers have not released more wafers despite the year-end [4]. Group 2 - The price of DDR4, especially the 16Gb chips, has seen a significant increase, with a recent price rise of 2.00%, moving from US$ 16.729 to US$ 17.064 [4]. - The 512Gb TLC wafer spot price increased by 0.28%, reaching US$ 9.634, indicating ongoing demand despite market corrections [4].
DRAM现货价格涨跌分化,供应端“撑腰”致使Wafer价格继续上涨
TrendForce集邦·2025-12-11 09:02