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集邦咨询:DRAM卖家囤积库存 主流DDR4价格上涨约10%
智通财经网· 2026-01-15 08:17
Group 1 - The core viewpoint of the article indicates that despite a relatively quiet trading performance, DRAM spot prices continue to rise due to suppliers and traders adopting a withholding strategy, leading to a 9.64% increase in the average price of mainstream DDR4 1Gx8 3200MT/s [1][2] - In the DRAM spot market, the price of DDR4 1Gx8 3200MT/s increased from US$25.407 on January 7 to US$27.857 on January 13, reflecting a price increase of 9.64% during this period [2][4] - In the NAND flash market, despite some buyers taking a wait-and-see approach due to high spot prices and weak consumer demand, optimistic traders did not lower prices, resulting in a flat trading volume [5] Group 2 - The NAND flash market saw a 9.68% increase in the spot price of 512Gb TLC Wafer, reaching US$15.052 during the week of January 7 to January 12 [5] - Factors affecting the NAND market include high current spot prices, poor demand for consumer products, and factories preparing for the upcoming Chinese New Year holiday [5]