根据TrendForce集邦咨询最新发布的存储现货价格趋势报告，DRAM方面，自9月初至今，DDR41Gx8和DDR52Gx8颗粒现货价均有不同程度的上涨。预计 现货市场内存模组价格上涨速度将加快，从而缩小与颗粒价格的差距。与此同时，NAND闪存方面，由于供应极度紧张，现货价格持续上涨，报价每日都 在波动。DRAM方面，DDR4与DDR5颗粒的现货价格已经大幅上涨。自九月初至今，DDR41Gx8颗粒价格环比上涨158%，DDR52Gx8颗粒现货价环比大 涨307%，这使得买方难以追价，因此交易量进一步萎缩。然而这并未改变当前DRAM市场的强劲前景。 延续TrendForce先前的预测，目前现货市场并非观察当前价格走势的最佳指标，应着重观察合约价格的波动。预计现货市场内存模组价格涨幅将加快，以 收敛与颗粒价格的差距。 主流颗粒DDR41Gx83200MT/s在本周的价格涨幅为4.75%，从US$12.179上涨至US$12.757。 至于NAND方面，受到供应极度吃紧的心理影响，现货市场价格急速上扬，报价甚至呈现"每日一变"。在原厂无额外产能可释放的状况下，中小型客户只 能转向现货市场寻求供应，使价格持续受到推 ...

Core Insights - The article discusses the recent trends in the memory market, particularly focusing on DRAM and NAND flash memory prices, which have seen significant increases due to supply constraints and market dynamics [2][4]. DRAM Market Summary - DRAM prices for DDR4 1Gx8 and DDR5 2Gx8 have risen significantly since early September, with DDR4 prices increasing by 15.8% and DDR5 prices soaring by 30.7%, leading to reduced transaction volumes as buyers struggle to keep up with rising costs [2][4]. - The current strong outlook for the DRAM market remains intact despite the declining transaction volumes [2]. NAND Market Summary - The NAND flash memory market is experiencing extreme supply tightness, causing spot prices to rise sharply, with daily fluctuations in pricing [4]. - The price of 512Gb TLC wafer in the spot market increased by 14.97%, reaching a price of US$7.421, driven by the inability of manufacturers to release additional capacity [4].

Group 1 - The price of mainstream DDR4 1Gx8 3200MT/s increased by 7.10%, rising from US$11.071 to US$11.857 this week, indicating a strong upward trend in pricing due to limited supply and high demand [1] - TrendForce notes that both DDR4 and DDR5 are experiencing price increases due to a strong sell-side sentiment, with transaction volumes remaining low due to limited supply [1] - The price of NAND Flash is also rising, driven by strong demand in the contract market, leading to increased activity in the spot market despite limited supply [1] Group 2 - The spot price of 512Gb TLC Wafer surged by 17.07%, reaching US$6.455, with expectations that the tight market conditions will persist into the next quarter [2] - There is a notable increase in demand from small to medium-sized buyers who are turning to the spot market due to difficulties in obtaining supplies from manufacturers [1][2] - TrendForce anticipates that if contract prices rise too quickly or if end-user demand slows, the heat in the spot market may slightly cool down by early 2026 [2]

据TrendForce最新发布的存储现货价格趋势报告，受买家抢购报价影响，DRAM现货价格飙升。其中 DDR5芯片本周上涨了30%，原因是整体供应依然紧张，且Kingston等主要模组厂商继续限制出货量。 与此同时，NAND方面，由于现货供应有限，交易较为零星，随着市场趋紧，预计价格将进一步上涨。 具体来看： DRAM方面 ，当前部分模组厂面临巨大的备货压力，为保证货源，这些模组厂不计官价与现货之间存 在的巨大价差，积极在现货市场购货。受此影响，本周DRAM现货市场价格不断飞涨。 在强劲市场需求的推动下，本周DRAM各类颗粒价格均有大幅上涨。其中，DDR5颗粒涨幅惊人，高达 30%。 目前，DRAM市场供不应求的态势愈发突出，且短期内供应问题难以得到有效缓解。在此情况下，为 确保年底至明年初的料源稳定，客户纷纷采取提前备货的措施。以主流颗粒DDR4 1Gx8 3200MT/s为 例，本周其价格从$9.523上涨至$10.629，涨幅为11.61%。 NAND Flash方面 ，受合约价格陆续释出且大幅上涨的带动，NAND Flash现货价格涨势更为明显。然 而，由于原厂以利润最大化为导向，释出的Wafer资源 ...