[Insights] Memory Spot Price Update: Mainstream DDR4 Prices Dip 0.09% as Spot Premium Keeps Buyers on Sidelines

What happened

According to TrendForce's latest memory spot price trend report, DRAM trends diverged this week. For DDR4, as spot prices remained above suppliers' official quotes amid sluggish end-market demand, buyers generally believed prices had room for corrections and took a wait-and-see stance instead of chasing higher prices, causing trading volumes to shrink significantly. The average spot price of the mainstream DDR4 1Gx8 3200MT/s chips slightly decreased by 0.09% from US$46.86 last week (October 28) to US$46.82 this week (November 3). For DDR5, some buyers raised target procurement prices under delivery pressure, but high component costs compressed profit margins, limiting willingness to chase higher prices. In NAND Flash, although the Double 11 promotion period is approaching, market participants generally expect price discounts alone to struggle to stimulate consumer electronics demand given inflationary pressures, geopolitical and economic uncertainties, and upgrade demand already pulled forward into 1H26; with buyers remaining cautious, 512Gb TLC wafer spot prices dropped 4.33% this week (November 2), with average quotations at US$16.152.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce · 11/3/2026 · View original source