Spot Market Inversion Worsens: Prices for Industrial Low-Capacity SSDs, DDR SODIMM, and LPDDR4X Products Increased This Week

Recently, following NAND quotations released by certain upstream suppliers, the per-GB price of 512Gb NAND has broken through the $0.35 mark, while 1Tb NAND has risen to around $0.22. However, the current spot market inversion is severe, with wafer prices remaining at high levels on the trading side and buyer sentiment in the market remaining weak.

On the finished product front, due to the recent price increases for newly procured resources, LPDDR4X production costs have risen to over $1.6/Gb. Memory manufacturers have once again raised LPDDR4X prices, making transactions for high-capacity products even more challenging. Industrial module manufacturers continue to absorb the pressure of rising resource costs, slowly driving modest price increases for some low-capacity SSD finished products. Meanwhile, although some channel customers have made inquiries, the high prices of memory finished products after multiple rounds of increases have significantly dampened customers' purchasing intentions, resulting in very limited actual transactions in the market. Overall, the channel market remains stable, and more time is needed for customers to accept the current price levels.

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