DRAM and NAND Flash prices fall

According to global semiconductor observation data, the prices of DRAM and NAND Flash continue to drop. Despite the peak season effect and the increase in DDR5 penetration, the DRAM market in the third quarter still lost to the negative impact of the Russian-Ukrainian conflict and the weak demand for consumer electronics caused by high inflation, which in turn led to an increase in the overall DRAM inventory, which led to a decline in DRAM prices in the third quarter. The main reason is 3~8%, and it is not ruled out that some product categories such as PC and smart phones may experience a decline of more than 8%.

 

In the NAND Flash segment, as the output of Kioxia and Western Digital (WDC) increased month by month, the production capacity was obviously sufficient to meet the increase in demand for bits. However, demand for consumer electronics such as laptops decreased after the epidemic, resulting in a decrease in orders. Under the impact of the epidemic and high inflation, the slow destocking of smartphone brands will lead to an oversupply of the NAND Flash market in the third quarter, which in turn will affect the price drop of 0~5% in the third quarter.