NuAxiSemiconductor trade intelligence
RT NEWS: 📊 Memory stays buoyant on the AI wave, but spot markets remain volatile. In Japan, #DDR4 DIMMs reportedly saw sharp cuts, with Crucial’s ...
What happened
Micron's 32GB×2 DDR4-3200 kits in Japan saw a nearly 50% discount, dropping below ¥40,000 for the first time since late 2025. Despite the AI wave buoying the overall memory market, spot prices in Japan remain volatile. Bearish: Significant spot price decline indicates short-term oversupply or weak demand.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
DDR4 DIMMsDDR4-3200
Micron (Crucial)TrendForce
price-dropspot-marketjapan
Source and time
Source: TrendForce Official (Market Data) · 7/1/2026 · View original source
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