On May 27, Jin10 reported that due to the suspension of production of some DDR4 chips at the original factory and the continued reduction in LPDDR4X production, the prices of spot DDR4 particles and LPDDR4X products have continued to rise for several weeks. The price increase effect has gradually spread to finished products, driven by tight supply and rising prices on the resource side. Last week, the DDR4 SODIMM in the industry market followed the price increase, and this week, some channel memory prices have also risen due to tight supply in the channel market. However, due to some channel clients’ sales falling short of expectations, the momentum for stockpiling is insufficient. The demand in the large-capacity SSD market in the industry is also relatively sluggish, causing prices of some SSDs in channels and the industry to be under pressure and adjust slightly downward this week.
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