The spot price of DDR4 memory has recently experienced an abnormal surge, with a daily increase of nearly 8%.
According to the latest quotation from DRAMeXchange, a DRAM professional quotation website under TrendForce, the spot price of DDR4 surged sharply last Friday (June 13th), with DDR4 8Gb (1G × 8) 3200 rising 7.8% and an average price of $3.775; DDR4 8Gb (512M × 16) 3200 has increased by 7.99%, with an average price of $3.824; DDR4 16Gb (1G × 16) 3200 has increased by 7.9%, with an average price of $8.2.
Nowadays, the price of DDR4 is higher than that of higher specification DDR5, presenting a "price inversion". The industry bluntly states, "I haven't seen such a large daily increase in spot prices in at least ten years
Since June alone, the spot price of DDR4 8Gb (1G × 8) 3200 has risen from an average of $2.73 on May 30th to the current $3.775, a significant increase of 38.27%. Since the beginning of this season, it has risen from $1.63 on March 31st and has surged nearly 1.32 times so far.
The legal representative pointed out that Samsung and Micron will gradually stop supplying DDR4, and the market is worried about insufficient supply in the future, which has triggered a desire to chase prices and grab goods. Mysterious buyers are rushing to purchase DDR4, symbolizing that OEM/ODM factories are fully consolidating their DDR4 supply.
The legal representative believes that with the advancement of manufacturers' technology and the reduction of depreciation, the spot price of DDR4 has not only crossed the breakeven point of DRAM factories, but also made profits more promising.