【Weak Demand Clouds Double 11 Promotions; 512Gb TLC Wafer Spots Drop 4.33%】 Although the Double 11 promotion period is approaching, market participa...

What happened

Spot prices of 512Gb TLC wafers dropped by 4.33% this week (November 2), with average quotations arriving at US$16.152. The source attributes this to the fact that, although the Double 11 promotion period is approaching, market participants generally expect price discounts alone to struggle to stimulate consumer electronics demand effectively, given inflationary pressures, geopolitical and economic uncertainties, and the fact that some upgrade demand was already pulled forward in 1H26; with weak buyer appetite, sellers are expected to continue adjusting prices flexibly to move inventory.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 11/3/2026 · View original source