Recently, rising prices for secondary DDR5 chips have driven up production costs for industry SODIMMs and channel UDIMMs. Meanwhile, certain PC OEMs and memory original manufacturers have locked in a certain volume of supply in advance. Consequently, the allocation of secondary DDR5 resources from memory original manufacturers will become increasingly limited in the second half of the year, leading to a slight price increase for DDR5 modules across industry and channel markets this week. Additionally, industry memory vendors are actively pushing for the closure of new Q3 orders, with some customer orders already finalized. PC OEMs have shown strong price acceptance, but specific application customers are finding it difficult to absorb the higher prices. This week, prices for 512GB PCIe 4.0 SSDs continued to rise slightly, while prices for other products remained unchanged.
On the resource front, although NAND resource prices from memory original manufacturers have been inverted against spot trading prices for a full quarter, and trading prices for some wafers have yet to bottom out, certain memory original manufacturers have recently signaled price hikes and tightened the supply of resources that conflict with server NAND capacity. However, no other memory original manufacturers have followed suit, and most memory vendors have not yet accepted the new pricing. In the short term, this has not yet translated into cost pass-throughs for related finished products such as industry SSDs and embedded eMMCs.
Regarding upstream resources, Flash wafer quotations remained flat today, while prices for DDR4 8Gb eTT and DDR5 16Gb eTT chips rose to $7.80 and $22.50, respectively. Prices for other DRAM chips remained unchanged.
Driven by slight price increases in channel secondary DDR5 resources, production costs for corresponding DDR5 UDIMM have risen again. With some channel DDR5 resources already locked in by individual PC OEMs, channel vendors face a foreseeable further tightening of secondary DDR5 chip supplies in the second half of the year. This week, channel DDR5 UDIMM prices continued their gradual upward trend. Additionally, trade prices for certain channel SSD brands have recently risen, and procurement activities have emerged in Hong Kong and Taiwan. The sustainability of this trend and its transmission effect on the overall market warrant close attention.
As memory original manufacturers continue to strategically shift supply toward the server market, NAND resources that compete for capacity with enterprise-grade chips and eSSDs are in tight supply. Facing this structural and sustained shortage, memory vendors are actively pushing for the adoption of new resources, such as 2Tb QLC NAND, in industry SSDs. However, with certain memory original manufacturers recently signaling price hike intentions and downstream memory vendors facing continuous cost pressures, they are adopting a cautious procurement stance toward high-priced wafers. Furthermore, as new quarterly orders begin negotiations, Tier-1 PC customers have shown higher price acceptance, while specific application customers are approaching their maximum price tolerance. This week, prices for 512GB PCIe 4.0 SSDs continued to rise slightly, while industry SSD prices generally remained stable. On the DRAM front, driven by price hikes for secondary DDR5 chips, industry DDR5 SODIMM prices saw slight increases. Relatively speaking, PC customers from Taiwan have demonstrated stronger price acceptance.
CFM reported that server memory monthly prices remained unchanged this month, while the monthly peak trading prices for 32GB/64GB DDR5 were raised. In early July, the market awaited Q3 quotations from memory original manufacturers. Large cloud service providers have further increased their server configurations, with demand driven more by an increase in the number of DDR5 RDIMM sticks rather than an expansion in single-stick capacity. CFM forecasts that DDR5 contract prices will rise by approximately 20% in Q3, with ASP increases for 32GB/64GB DDR5 outpacing those for 96GB/128GB DDR5. On the trading front, spot prices for 32GB and 64GB DDR5 6400 continued to climb, with the monthly peak trading price for 64GB DDR5 6400 reaching as high as $3,300, and the monthly peak trading price for 32GB DDR5 hitting $1,800.
Recently, some memory vendors have initiated Q3 order negotiations. Currently, consumer-grade MLC resources from memory original manufacturers are essentially suspended, with memory vendors relying solely on existing inventory for supply. Coupled with some overseas customers shifting orders to domestic vendors due to the supply suspension, multiple factors have kept low-capacity eMMC prices firm and order progress smooth. However, for large-capacity embedded eMMCs (64GB and above), lower-priced products in the trading channel are still being digested by the market. Customers generally expect lower quotes, resulting in a significant gap in price expectations between buyers and sellers in the short term, making it difficult to reach a consensus on transactions. This week, prices for embedded eMMC/UFS products remained unchanged.
All Rights Reserved © 2026 MemoryMarket.com
