NuAxiSemiconductor trade intelligence
[Insights] Memory Spot Price Update: DRAM Spots Top Contracts, Sentiment Cautious Ahead of Q2 Negotiations
What happened
DRAM spot prices rose 2.10% to $33.02 for DDR4 1Gx8 3200MT/s, now exceeding contract prices, creating a wait-and-see market ahead of Q2 negotiations. NAND Flash spot prices also surged, with 512Gb TLC wafers up 14.70% to over $20.586, though buyer momentum remains weak. 关注: Spot prices are elevated versus contracts, but cautious sentiment and upcoming negotiations create near-term price uncertainty.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
DRAMNAND Flash
spot-pricecontract-pricewait-and-see
Source and time
Source: TrendForce · 3/3/2026 · View original source
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