DDR4/DDR5交易停滞，NAND持续看涨但成交平淡

DRAM Market Summary - The DRAM market is experiencing a stagnation in procurement due to significant price increases in DDR4 and some DDR5 products, along with challenges in cost transfer, leading to a slowdown in spot market transactions. However, prices remain high due to ongoing supply shortages. In contrast, DDR3 is gaining traction due to its lower price, resulting in increased inquiries and actual transactions, which have slightly boosted its price. The average price of mainstream DDR4 1Gx8 3200MT/s increased by 1.98%, rising from US$30.30 to US$30.90 during the week of January 21 to January 27 [2]. NAND Flash Market Summary - The NAND flash spot market has seen continuous price increases, but high prices, weak consumer demand, and uncertainties regarding factory utilization rates during the upcoming Spring Festival have led some buyers to adopt a wait-and-see approach. Despite this, suppliers remain optimistic about future price trends and have not chosen to lower prices, resulting in subdued market transaction volumes. The average price of 512Gb TLC wafers increased by 5.58%, reaching US$16.310 as of January 26 [4].