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DDR5内存价格自9月以来上涨307%,模组成本即将飙升
TrendForce集邦· 2025-11-20 09:01
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].