Institutions: Selling pressure on low-end resources in spot markets; low-capacity DDR4 memory module prices have fallen by over 20%

People’s Finance and Information reported on March 31: On March 31, the CFM flash memory market released a report stating that, due to the excessive price increases in the earlier period, channel customers’ resistance to high-priced storage products has been growing stronger day by day, making actual market transactions increasingly difficult. On the spot trading side, traders want to recoup funds and realize profits; there has been a substantial amount of low-end DDR4 memory module selling, which further destabilized and pressured the channel market. This week, channel DDR4 memory modules led the declines, with the price drop for 8GB/16GB DDR4 memory modules reaching as much as 25%, while other capacities fell within roughly a 10% range. Channel SSDs also saw a slight decline. Compared with this, in the first quarter this year, contract prices for original-manufacturer servers and PC NAND and DRAM have all grown in a doubling pattern. It is expected that in the second quarter, contract prices for mobile products will see a significant catch-up rally; server and PC DRAM contract prices are both expected to rise by more than 30%, while the average selling prices of eSSD and cSSD are expected to increase by more than 30% and 50%, respectively.