The DRAM market has continued to exhibit a state of supply and demand imbalance throughout the week. Although some factories temporarily halted production in the first half of the week, awaiting the release of new price lists from their suppliers, the demand for available inventory has remained strong. As a result, major module manufacturers such as Kingston have raised their prices and are limiting their output. Industry experts predict that the supply will remain tight throughout the fourth quarter, prompting end-users to stock up in advance to avoid potential price hikes.
The NAND flash market has also been affected by the supply chain constraints, with the price of 512Gb chips reaching as high as USD5.80. Despite the increased demand, suppliers are being cautious and are only selling a limited quantity, leading to a significant price gap between buyers and sellers. As a result, transactions have been scarce.
The eMMC market has also seen a significant price increase, with suppliers temporarily accepting a limited number of orders at a certain price before stopping sales and quotations altogether.