Some traders who previously hoarded inventory at high prices are now eager to sell to recover capital, accelerating shipments at lower prices and causing localized "stampedes" among traders. The memory spot market is generally chaotic. Despite frequent sell-offs in the channel trading side, the relatively low-priced memory products have not attracted channel customers to resume stocking. Instead, it has made the market more opaque and customers more cautious. The channel market is enduring a painful period under the continuous impact of trading activities, and prices of Channel SSDs and UDIMMs have generally seen subtle declines this week.
Meanwhile, the OEM market is also being affected to some extent by the sell-offs in the channel. Coupled with the excessive price increases of OEM SODIMMs over the past six months and the higher price elasticity of secondary-grade DDR4 resources, prices of OEM DDR4 SODIMMs have also seen slight declines. Although trading prices for some NAND resources in the channel have fallen for two consecutive weeks, the official prices from certain major manufacturers for 512Gb/1Tb TLC this month remain on an upward trend compared to last month. OEM SSD prices are relatively more stable. Some memory manufacturers, leveraging high customer stickiness and industrial control customers' higher price acceptance, have completed transactions for their OEM SATA series SSD products.
Regarding upstream resources, Flash Wafer prices remain flat today. The price of DDR5 16Gb eTT has been adjusted down to $22 this week, while prices of other DDR5 and DDR4 chips remain unchanged.
Over the past half month, speculative trading actions by traders have been frequent, with some aggressive players even hoarding inventory using high-interest funds. Recently, in order to accelerate capital turnover, they have been selling at prices lower than the market, causing related product prices to correct continuously over the past two weeks.Market chaos further dampens channel customers' purchasing intentions, and overall market performance is relatively sluggish, with only a few small transactions closing. Channel SSD and UDIMM prices have seen slight declines this week.
Looking at the past six months, the cumulative price increase for OEM DDR4 SODIMMs has generally reached two to three times. The excessive earlier increases have nearly exhausted OEM customers' price acceptance. Furthermore, because high-grade resources are too expensive and frequently out of stock, OEM product solutions have almost entirely shifted to secondary-grade resources. These resources have relatively higher price elasticity and more solution options. Influenced by multiple factors, most OEM DDR4 SODIMMs have seen slight price declines this week.
Although there have been sporadic sell-offs of certain capacity LPDDR4X products at relatively low prices on the trading side, resource prices from upstream suppliers have not changed much. Memory manufacturers mainly aim to maintain price stability and are unwilling to follow suit with low prices. Additionally, as original manufacturers exit the MLC NAND supply system, some customer groups have turned to domestic memory manufacturers for supply. This supports demand for low-capacity embedded memory products, while demand for high-capacity products remains weak due to customers' high inventory levels. Overall, prices for embedded eMMC/UFS and LPDDR products generally remain high and range-bound.
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