TrendForce Reports: DDR4 Shortage Extends to DDR3, NAND Flash Prices Stabilize After Decline

Stock News
06/10

According to the latest spot price trend report for memory from TrendForce, the DRAM market is seeing particularly robust demand for DDR5. Meanwhile, the tight supply and persistently high prices of DDR4 are forcing some buyers to downgrade to DDR3, which in turn is pushing up DDR3 prices. In the NAND Flash sector, spot prices have stabilized following an increase in second-quarter 2026 contract prices, although overall trading activity remains subdued.

DRAM Spot Market Conditions

The DRAM spot market continued its trajectory from the previous week, with overall quotations maintaining an upward trend. DDR5 chips are seeing active inquiries and increased buyer willingness to chase higher prices. Conversely, due to the supply shortage and elevated prices of DDR4 chips, some demand is being forced to seek alternatives in DDR3 chips, further driving up DDR3 chip prices. The mainstream DDR4 1Gx8 3200MT/s chip saw a price increase of 2.22% this week (June 3-9), rising from US$35.12 to US$35.90.

NAND Flash Spot Market Conditions

Recently buoyed by the rise in second-quarter 2026 contract prices, NAND spot prices have halted their decline and stabilized this week. However, due to weak consumer demand, overall trading remains lackluster. As of the update to June 8, the spot price for 512Gb TLC Wafer decreased by 0.22%, settling at US$20.64 per unit.

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