Insights
According to TrendForce’s latest memory spot price trend report, regarding DRAM, the market sentiment turned cautious and wait-and-see following the U.S. government’s tariffs on certain imports, though Trump’s 90-day suspension of the tariffs later helped restore some confidence. As for NAND flash, market uncertainties on 2H25, together with previous price hikes reflecting the results of production cuts, are leading to sluggish transactions. Details are as follows:
DRAM Spot Price:
This week, the DRAM spot market was notably impacted by the US government’s imposition of tariffs on specific import items, causing a significant decline in buying interest. The market sentiment shifted from actively seeking quotes to a more cautious, wait-and-see approach. In response to the potential costs and risks associated with these policy changes, most OEMs have temporarily halted shipments to monitor the situation. Despite prices remaining high, there are signs that the market structure has started to loosen. On Thursday, the US announced a 90-day suspension of the tariffs, which slightly restored market confidence. Some buyers began making inquiries, but overall, the market sentiment remains cautious, with limited momentum in quote seeking. The average spot price of mainstream chips (i.e., DDR4 1Gx8 3200MT/s) has increased by 1.58% from US$1.647 last week to US$1.673 this week.
NAND Flash Spot Price:
The spot market was once halted in transactions last week due to US tariffs, and had resumed after the buffer period granted by the US. That being said, market uncertainties on 2H25, together with previous price hikes reflecting the results of production cuts, are leading to sluggish transactions under buyers’ on-the-fence attitude, except for MLC that continues to be favored by the market. Spot prices of 512Gb TLC wafers have dropped by 0.36% this week, arriving at US$2.765.
