DDR4 Spot Prices Ease Slightly as NAND Falls
Mainstream DDR4 memory spot prices dipped marginally this week while 512Gb TLC wafer prices declined more sharply.
Updated on Nov. 4, 2026 in Semiconductors
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Mainstream DDR4 1Gx8 3200MT/s spot prices decreased 0.09% this week, with the average at US$46.82 on November 3, down from US$46.86 on October 28. Spot prices for 512Gb TLC wafers fell 4.33% in the week ending November 2, with average quotations at US$16.152.
Why it matters
DDR4 spot prices remain above suppliers' official quotes, and buyers believe there is room for corrections amid sluggish end-market demand. Trading volumes have shrunk and buyers have taken a wait-and-see stance, while inflationary pressures and geopolitical uncertainty keep them cautious.
The figures are weekly average spot quotations, with DDR4 spot prices sitting above official supplier quotes, a gap the source does not resolve. Whether this premium will narrow as buyers expect remains unknown.
The details
Buyers are holding back purchases of DDR4 chips while DDR5 buyers have raised target procurement prices under delivery pressure. High component costs have compressed buyer profit margins, and sellers are expected to keep adjusting NAND Flash prices flexibly to move inventory.
Timeline
October 28, 2026: DDR4 1Gx8 3200MT/s average spot price recorded at US$46.86.
November 2, 2026: 512Gb TLC wafer spot prices dropped 4.33%.
November 3, 2026: DDR4 1Gx8 3200MT/s average spot price recorded at US$46.82.
1H26: Some NAND Flash upgrade demand was pulled forward.
Market Landscape
DDR4 spot prices continue to sit above suppliers' official quotes, a divergence that reflects the weekly spot-tracking pattern used to measure this memory market. NAND wafer prices are moving down faster than DDR4 modules, which places the two segments on different pricing trajectories.
Buyers of DDR4 memory may find room to negotiate as spot prices stay above official quotes, though volumes are thin and purchasing is cautious. Consumer electronics pricing is also expected to be pressured as discounts during Double 11 are projected to struggle to stimulate demand.
The takeaway
Memory buyers should watch whether DDR4 spot prices move toward official quotes as sellers adjust NAND pricing to clear inventory. Tracking weekly spot data gives a clearer read on whether the current softness is a short correction or a broader trend.
Further reading
For broader context on memory and chip market cycles, explore the Semiconductors section.
Source note: This article includes information reported by TrendForce.
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