智通财经APP获悉，TrendForce集邦咨询最新发布的存储现货价格趋势报告显示，DRAM方面，DDR5 和DDR3现货价格本周小幅回落，此前的快速上涨促使部分交易商在年底获利了结；而DDR4价格则继 续攀升，尤其是16Gb产品。与此同时，NAND闪存的关键支撑来自供应端，由于供应商在年底临近之 际并未发布更多Wafer，在市场活动受限的情况下，现货价格持续走高。 本周(12/3-12/9)以来，DDR5与DDR3部分因为先前价格快速拉高、涨势过快，近期略微出现小幅下跌。 TrendForce观察到，部分交易商因为年终将近，进行部分获利调节，但不影响整体市况吃紧态势。 DDR4部分价格持续上涨，尤其以16Gb颗粒为最。近期现货价格的变化不影响1Q26合约价格仍将大幅 上涨的预测。主流颗粒DDR4 1Gx8 3200MT/s在本周的价格涨幅为2.00%(由US$16.729上涨至 US$17.064)。 本周(12/3-12/9)Wafer市场呈现"涨幅收敛但价格续强"的格局。由于前期拉涨过速，市场出现短暂的修正 调节；但TrendForce指出关键支撑在于供应端，原厂并未因年底将近而释出更多Wafer，导致 ...

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]

Core Insights - The DRAM spot prices have surged significantly, with DDR5 chips increasing by 30% due to tight supply and major manufacturers like Kingston limiting shipments [2][5] - NAND Flash spot prices are also rising, driven by limited supply and a scarcity of available inventory, leading to expectations of further price increases [2][7] DRAM Market Analysis - Some module manufacturers are facing substantial stocking pressures, prompting them to purchase aggressively in the spot market despite significant price discrepancies [5] - The current supply-demand imbalance in the DRAM market is becoming more pronounced, with customers taking preemptive stocking measures to ensure stable supply through the end of the year and into early next year [7] - The price of mainstream DDR4 1Gx8 3200MT/s has risen from $9.523 to $10.629, reflecting an increase of 11.61% [7] NAND Market Analysis - The NAND Flash market is experiencing a notable price increase, with the 512Gb TLC Wafer spot price rising by 14.21% to $5.514 due to limited wafer resources and manufacturers holding back inventory in anticipation of higher prices [2]