DRAM Continues to Brew a Rising Atmosphere
This week's major uptrend fell on DDR5 and DDR4 branded particles, due to the original factory to control the supply, upward attitude, factories are aware of the gap, have released demand for large quantities of goods, but the spot suppliers are still selling the way to offer, so that the price of the obvious jumped up, but due to the module sales situation is not much better, the factory side of the acceptance of the very high prices is limited, but the spot traders are confident in the future upward trend. Spot traders are full of confidence for the future upward trend, the overall market continues to brew a rising atmosphere.
DRAM continues to brew rising atmosphere Qevesmc
DDR4 1Gx8 3200/2666 part, SK Hynix DJR-XNC/CJR-XNC quotes rose to USD1.72~1.80, WC-BCWE quotes jumped to USD2.02, WC-BCTD quotes rose to USD2.05~2.10, there are factories to release demand, the target price is maintained at USD1.9x. The suppliers' selling attitude is obvious, and the transaction is not easy.
In the DDR4 512x8 2400/2666 segment, the price of WE-BCRC fell to USD1.18, while the price of WF-BCTD also rose to USD1.40 due to the shortage of spot quantity.
In the DDR4 512x16 3200/2666 segment, SK Hynix DJR-XNC spot price was at USD1.85, with some transactions at USD1.80, WC-BCWE price was around USD1.88~1.90, and WC-BCTD spot price was USD2.00, with a high of USD1.98.
For DDR4 256x16 part, WF-BCTD offers around USD1.33.
Module spot price reference:
KST DDR4 8G 2666 $14.5Qevesmc
KST DDR4 16G 2666 $26.0Qevesmc
KST DDR4 8G 3200 $15.00Qevesmc
KST DDR4 16G 3200 $27.0Qevesmc
KST DDR4 32G 3200 $51.0Qevesmc
KST DDR5 8G 4800 $25.0Qevesmc
KST DDR5 16G 4800 $43.0Qevesmc
KST DDR5 32G 4800 $79.0Qevesmc
KST DDR5 8G 5600 $27.40Qevesmc
KST DDR5 16G 5600 $43.68Qevesmc
KST DDR5 32G 5600 $81.00Qevesmc
NAND Flash eMMC offers are mostly at high levelsQevesmc
This week, the spot market is still dominated by eMMC and SSD demand; eMMC offers are mostly at a high level, with limited acceptance from the factory side and a slower target price increase; some traders are baking in the market under the atmosphere of price hikes and have some high target prices to release, but the actual volume of purchases is also relatively limited, and the market offer dropped once and then levelled off, while the SSD demand has led to the warming up of some of the high-capacity demand, and the target price and demand have also been slightly higher. The target price and demand has also been slightly raised and increased, but because of the longer order schedule, the supply side of the attitude of most of the sale, the offer is high and deviated from the market much, although the factory side of the price of active follow-up, but the two sides of the bargaining space is still limited, so that the particles turnover is not very good; wafer and into the card is not very good performance, most of the disk trend is flat, did not see the obvious inquiries.
In Samsung part, SLC has some fixed buy orders released, the market offer with the market climbed slightly, the two sides are still in the bargaining stage, did not see obvious transactions.
In SKHynix, SLC prices oscillated with the market, but the actual buying energy was obviously insufficient, and the market trend slowed down after slight fluctuations.
In the Micron part, SLC4G/8G still have industrial specification inquiries actively bargaining, plate trend also with the market slightly up, but because of the specifications of the relatively special, the offer is relatively high and the lack of spot supply, the two sides of the intersection is limited.
In the Kioxia part, SLC particles show intermittent demand, buyers are looking for target low prices, some factories also purchase or adjust inventory, so the market buying momentum can not be continued, the market trend for a long time in a narrow range of fluctuations, the transaction situation is also sporadic.
TF card performance is relatively stable Qevesmc
TF card performance this week is relatively stable, some buyers have a little looking for goods action, the market intermittent demand release, OEM cards concentrated in the middle and high-capacity part of the brand card demand is concentrated in the 64G/128G part of the part of the price has gradually pulled up, the purchase price is less, the two sides are still price gaps, the overall transaction volume is still limited.
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