DRAM Pricing July/3Q
DRAM pricing rose in July as new quarterly contracts were drawn up. The increase of 7.89% over the previous quarter was above expectations of a 5.5% increase predicted last month. This is the third DRAM price increase this year, putting the average price for DDR4 (8Gb) up 44% over end-of-the-year pricing in 2020. NAND flash (128Gb) also saw a price increase in July of 5.81%, now up 15% since 12/31/20.
Expectations for DDR4 pricing in the 4th quarter are for a decline, although 4Q contract prices will not become apparent until late September, right in the heart of the holiday build season, so with the number of moving parts influencing those decisions, things could easily change. We note that Fig. 3 denotes the actual contract price for July and the forecasted price for comparison.
Expectations for DDR4 pricing in the 4th quarter are for a decline, although 4Q contract prices will not become apparent until late September, right in the heart of the holiday build season, so with the number of moving parts influencing those decisions, things could easily change. We note that Fig. 3 denotes the actual contract price for July and the forecasted price for comparison.
DDR4 8Gb Average Monthly Pricing - 2020 -2021 - Source: DRAMeXchange
NAND Flash 128Gb Average Monthly Pricing - 2020 - 2021 - Source: DRANeXchange
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