【DDR5 Supply Tight, DDR4 Trading Weak Despite 0.84% Gain in Mainstream Prices】 The DRAM spot market displayed a divergent pattern this week. For DDR...
What happened
The DRAM spot market displayed a divergent pattern this week. For DDR5, supply remains tight and suppliers are clearly reluctant to sell; even though some buyers are willing to raise target prices, they still cannot secure allocation, while inquiries remain intermittent and fail 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. Nevertheless, the average spot price of mainstream chips (i.e., DDR4 1Gx8 3200MT/s) rose by 0.84% to US$46.357 this week (October 20). The source does not state the cause of the DDR4 average price increase.
Impact and signal
Affected components and suppliers
Source and time
Source: TrendForce Official (Market Data) · 10/20/2026 · View original source
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