Nand and flash memory prices fell in April, and this trend will continue in May and June. According to DigiTimes, we owe this to global inflation, the Corona pandemic and the uncertain geopolitical situation.
According to analysts, the trend towards lower memory prices that has been going on for several weeks now continues. For example, the daily prices of 8Gb DDR4 chips traded in the spot market have dropped six to ten percent last month. The spot market is a part of the market where delivery and payment take place in a (very) short period of time. As memory prices continue to fall in the spot market, analysts expect contract prices to decline over time. DDR3 memory is also cheaper, although weaker usability is expected.
There is a lot of uncertainty among PC manufacturers about the quantities they need. That’s why they prefer to wait for prices to drop. The quarantine measures in China, caused by the Russian invasion of Ukraine and the spread of the ohmron variant of the coronavirus, are currently causing a sharp decline in demand in the PC market. Significantly fewer computers are currently sold in China. Once the situation stabilizes again, industrial sources expect more pressure from PC manufacturers who will have better arguments in price negotiations. While there are signs of waning buyer interest, demand for memory remains high, particularly for server and cloud computing applications. That’s why Samsung has recently reported record sales of its memory division.
Source: DigiTimes
Source: Hardware Info
