TrendForce: Divergence in DRAM Spot Prices as Wafer Supply Constraints Drive Continued Price Increases

Stock News
2025/12/11

According to the latest spot price trend report from TrendForce, DRAM spot prices showed mixed movements this week. DDR5 and DDR3 prices experienced a slight decline, attributed to profit-taking by traders amid the year-end period following rapid price surges earlier. In contrast, DDR4 prices continued to rise, particularly for 16Gb products.

Meanwhile, NAND flash prices remained supported by tight supply, as suppliers refrained from releasing additional wafers ahead of the year-end, leading to sustained price increases in the spot market. During the week of December 3–9, DDR5 and DDR3 prices saw minor corrections due to their previous rapid ascent, though TrendForce noted that year-end profit adjustments by traders did not alter the overall tight market conditions.

DDR4 prices maintained their upward trajectory, with 16Gb chips leading the gains. The spot price fluctuations are not expected to impact the forecast of significant contract price hikes in Q1 2026. Notably, mainstream DDR4 1Gx8 3200MT/s chips rose 2.00% this week, climbing from US$16.729 to US$17.064.

The wafer market this week exhibited a trend of "moderated gains but sustained strength." While a brief correction occurred due to earlier rapid price increases, TrendForce emphasized that tight supply remains a key driver, as manufacturers did not release additional wafers despite the approaching year-end. Consequently, spot prices continued to hit new highs amid constrained supply and demand. The price of 512Gb TLC wafers rose 0.28% this week, reaching US$9.634.

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