Bucking the Trend – DDR & NAND
Mentions of semiconductor price increases are almost a daily occurrence in the trade press, but at least there is a bit of stability, albeit relatively short-term in one part of the semiconductor space. DDR4, the higher speed and lower power consuming version of DDR3 that has been around since 2007, looks to have stabilized in price for what is now three months. This keeps it in line with the linear trend line and a bit above the poly trend line at least for now and has been bucking the trend of increased demand from notebooks pushing up prices as it did last year.
That said, expectations are that prices will rise in 2Q when peak-season quarterly server DRAM contracts are negotiated. Since last year’s 1H was a bit on an anomaly there is little consensus on expected DRAM pricing in 2Q other than it will be above $3. NAND Flash pricing continues to remain flat, although near-term expectations are for a price boost in April as seasonal demand increases, with current prices already a bit above both trend lines.
That said, expectations are that prices will rise in 2Q when peak-season quarterly server DRAM contracts are negotiated. Since last year’s 1H was a bit on an anomaly there is little consensus on expected DRAM pricing in 2Q other than it will be above $3. NAND Flash pricing continues to remain flat, although near-term expectations are for a price boost in April as seasonal demand increases, with current prices already a bit above both trend lines.
DDR4 8Gb Average Monthly Pricing - 2020 - 2021 - Source: DRAMeXchange
NAND Flash 128Gb Average Monthly Pricing - 2020 - 2021 - Source: DRAMeXchange
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