DDR4 1Gx8颗粒
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TrendForce集邦咨询:DDR5内存价格自9月以来上涨307% 模组成本即将飙升
Zhi Tong Cai Jing· 2025-11-20 09:12
Group 1 - The core viewpoint of the articles indicates a significant increase in the prices of DRAM and NAND flash memory in the current market, driven by supply constraints and rising demand [1][3] - DRAM prices for DDR4 1Gx8 and DDR5 2Gx8 have seen substantial increases, with DDR4 prices rising 158% and DDR5 prices soaring 307% since early September [1] - The current market conditions have led to a decrease in transaction volumes as buyers struggle to keep up with the rising prices, although the overall outlook for the DRAM market remains strong [1] Group 2 - The report suggests that the spot market is not the best indicator for current price trends, and attention should be focused on contract price fluctuations [3] - The price of mainstream DDR4 1Gx8 3200MT/s increased by 4.75% this week, rising from US$12.179 to US$12.757 [3] - In the NAND sector, extreme supply constraints have caused spot market prices to surge, with the price of 512Gb TLC Wafer increasing by 14.97% to US$7.421 this week [3]