As trade selling pressure gradually fades and the market regains calm, the spot memory market has largely remained stable this week

Although since the end of last month, some traders have been offloading existing inventory to accelerate capital turnover, leading to significant corrections in channel memory modules—especially DDR4 products—after the three-day Qingming holiday, the price volatility caused by previous trade selling pressure has gradually subsided. However, market sentiment remains very weak. Clients across various application segments—including channel, embedded, and industrial—still hold certain levels of inventory, and short-term wait-and-see sentiment prevails. As a result, spot memory prices have generally stayed flat this week.

Additionally, influenced by recent end-of-life (EOL) notices from major manufacturers for older low-capacity MLC and TLC NAND products, supply for corresponding small-capacity eMMC products has tightened, providing stronger support for both market demand and pricing. In contrast, large-capacity embedded products have shown relative weakness.

Driven by robust demand for computing infrastructure and AI cloud services, the demand for DRAM and HBM in AI servers has grown strongly. DRAM supply from major manufacturers remains tight, giving them solid pricing power. They are taking a more proactive approach in raising contract prices and accelerating price pass-through. In the second quarter, DDR5 prices from manufacturers have risen approximately 30% overall. According to the latest CFM price data, as of April 2026, DDR5 RDIMM 32GB, 64GB, and 96GB prices have increased to $650, $1,220, and $1,980, respectively.