TrendForce: DRAM spot price trends diverge, Wafer's supply is limited, prices continue to rise

The Zhitong Finance App learned that the latest storage spot price trend report released by TrendForce Jibang Consulting shows that in terms of DRAM, DDR5 and DDR3 spot prices fell slightly this week. The previous rapid rise prompted some traders to settle profits at the end of the year; while DDR4 prices continued to rise, especially for 16Gb products. At the same time, the key support for NAND flash memory comes from the supply side. Since suppliers did not release more wafers near the end of the year, spot prices continued to rise while market activity was limited.

Since this week (12/3-12/9), the DDR5 and DDR3 parts have recently experienced a slight decline due to the rapid increase in previous prices and excessive growth. TrendForce observed that some traders made partial profit adjustments because the end of the year was approaching, but this did not affect the overall market situation.

The price of the DDR4 portion continues to rise, especially with 16Gb particles. Recent changes in spot prices do not affect the forecast that the 1Q26 contract price will still rise sharply. The price of mainstream particle DDR4 1Gx8 3200MT/s increased 2.00% this week (from US$16.729 to US$17.064).

This week (12/3-12/9), the Wafer market showed a pattern of “growth has subsided but prices have continued to strengthen”. Due to the rapid increase in the previous period, there was a brief correction in the market; however, TrendForce pointed out that the key support was on the supply side, and the original factory did not release more wafers as the end of the year approached, causing spot prices to continue to rise high due to tight supply and demand. The spot price of the 512Gb TLC wafer rose 0.28% to US$9.634 this week.