Shulou(Shulou.com)11/24 Report--

CTOnews.com November 26 news, as North America enters the Thanksgiving holiday, the market demand for DRAM is relatively weak this week. Under the current situation of full inventory of various brands and "price cuts" of consumers, the overall market conditions are difficult to stop falling.

CTOnews.com learned that TrendForce has now released the latest research report, which shows that the spot quotation of DRAM is still maintaining a downward trend.

DDR4 1Gx8 2666x3200, SK Hynix DJR-XNC generally traded at about $1.95 million; Samsung WC-BCWE quotation was lowered to $2.08 million 2.10, and WC-BCTD price was reduced to $2.00 million 2.03 because of the upcoming delivery at the end of the month.

In the DDR4 512x8 2400 segment, Samsung WE-BCRC kept its offer at around $1.35, while WF-BCTD 's offer fell to around $1.33.

SK Hynix CJR-VKC slipped slightly to around $2.35 for DDR4 512x16 2666Universe 3200, Samsung WC-BCWE fell significantly to $1.90, and WC-BCTD also fell to $1.88.

For the DDR4 256x16 part, Samsung's WF-BCTD is mostly around $1.27.

Spot reference price of DRAM module:

KST DDR4 8G 2666 $19.80 (about RMB142)

KST DDR4 16G 2666 (about RMB284)

KST DDR4 8G $3200 (about RMB144)

KST DDR4 16G 3200 $40.00

KST DDR4 32G 3200 (about RMB598)

As for NAND flash memory, the price is also being reduced.

TrendForce pointed out that the official price of wafer at the original factory side fell at the end of this quarter, resulting in a significant decline in the quotations of SSD and card products. The factory side is expected to expand the decline in the future, and most of them are unwilling to enter the market to undertake stock preparation. There are still a small number of urgent order inquiries in specific eMMC 4G / 8G, which is limited by transaction conditions, and the price performance is relatively supported. However, due to the accounting pressure of the original factory, the tripartite bargaining space between the original factory, spot merchant and factory side shows sawing. Narrow space obviously increases the difficulty of trading, the final trading volume is not as expected, although the particle quotation did not show a large decline, there are still many downtrend, the overall trading situation is not optimistic.

In addition, this week, the performance of TF cards is relatively desolate, the overall market demand is weak, buyers ask for prices are not active, supply-side selling pressure emerges, take the initiative to reduce prices for sale, but it is still difficult to stimulate gas buying, the overall transaction situation is not ideal.

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