NuAxiSemiconductor trade intelligence
【DRAM Spots Outpace Contracts, Sentiment Cautious Ahead of Q2 Negotiations】 The spot market remained subdued following the Lunar New Year holiday, w...
What happened
Mainstream DDR4 1Gx8 3200MT/s spot prices increased 2.10% week-on-week to US$33.02, maintaining a premium over contract prices. Market sentiment is cautious as spot prices remain elevated ahead of Q2 contract negotiations. Bullish: Spot price increase and sustained premium over contracts signal tight near-term supply.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
DRAMDDR4
spot-pricecontract-priceprice-gap
Source and time
Source: TrendForce Official (Market Data) · 3/4/2026 · View original source
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