DRAM
DRAM Price dropped more than expected this quarter
The China Covid19 restriction policy might be getting loose. It’s a positive sign for the market.
However, the severe downturn momentum continued, the consumer and computing DRAM ASP declined sharply.
The ASP declined more than 20% for all DRAM segments this quarter.
The price gap between customers could be wide upon to different consumption ability.
The PC and major Server customers’ inventory level may not be easy to be reduced this quarter.
It’s a negative factor for the 1Q23 price negotiation as supplier side point of view.
The spot demand has no obvious improving, the dealing price gets lower.
However, the price would drop further in next month due to quarter end.
This month, in the Channel market, the DRAM trading price dropped,
16G DDR4 x8 original brand component declined high single digit.
16G DDR4 x8 ETT/UTT grade component declined mid single digit.
8G DDR4 x8 original brand component declined mid single digit.
8G DDR4 x8 ETT/UTT grade component declined mid single digit.
4G DDR3 x16 original brand component declined high single digit.
4G DDR3 x16 ETT/UTT grade component declined 10%+.
NAND
NAND selling price down with sluggish demand
Couple NAND suppliers cut production further in 2023, but the market atmosphere hasn’t changed.
Regarding the contact price, the OEM customers are expecting low price in the coming quarter.
The pull in deal could happen in next month due to quarter end.
It will drive the price declined further in 1Q23.
The RAW NAND price declined continued, and the demand is weak.
Therefore, the vendors could not able to deal sizable volume this month. Their pressure on shipment would be higher next month.
The channel SSD price declined more in the second half of this month.