[Insights] Memory Spot Price Update: DDR5 Supply Tight, DDR4 Trading Weak Despite 0.84% Gain in Mainstream Prices

What happened

According to TrendForce's latest memory spot price trend report (published 2026-10-21), the DRAM market showed mixed signals this week: DDR5 supply remains tight and suppliers are clearly reluctant to sell, so even though some buyers are willing to raise target prices they still cannot secure allocation, while intermittent inquiries failed to spark price-chasing momentum. For branded DDR4 chips, downstream module houses are strictly controlling capital and inventory, limiting actual order releases and keeping trading sentiment subdued. The average spot price of mainstream chips (i.e., DDR4 1Gx8 3200MT/s) rose 0.84% to US$46.357 this week (October 20). In NAND flash, weak demand from the largest buyer, module houses, combined with persistently high inventory levels, kept spot trading volume sluggish; sellers believe price cuts may not stimulate demand effectively, resulting in limited willingness to lower prices, so spot prices stayed in a narrow trading range. Spot prices of 512Gb TLC wafers dropped 1.28% this week (October 19), with average quotations at US$18.592.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce · 10/20/2026 · View original source