Institutions: Selling pressure on low-end resources in spot markets; low-capacity DDR4 memory module prices have fallen by over 20%

Ask AI · Why did the OEM contract price skyrocket, while memory modules in the channel dropped sharply?

[Institution: Spot trading sell-offs exert pressure on low-end resources; channel DDR4 memory module prices fall more than 20%] Caixin, March 31 reports that on March 31, CFM’s flash memory market published a report stating that due to the excessive price increase earlier, channel customers’ reluctance toward high-priced storage products has been growing, making actual market deals increasingly difficult. At the spot trading end, traders want to recoup cash and realize profits; they have sold off a larger amount of low-end DDR4 memory modules, further pressuring and driving down the channel market. This week, channel DDR4 memory modules led the declines, with especially large price drops for 8GB/16GB DDR4 memory modules—down as much as 25%. The declines for other capacities were in the vicinity of 10%. Channel SSDs also saw a slight decline. Compared with this, in the first quarter this year, OEM server and PC NAND and DRAM contract prices both increased in a doubled pattern. It is expected that in the second quarter, contract prices for mobile devices will surge to catch up significantly; contract prices for server and PC DRAM are expected to rise by more than 30%. The average selling prices of eSSD and cSSD are projected to increase by more than 30% and 50%, respectively.