According to the quotation from Jibang Technology, the spot price of 8Gb DDR4 standard DRAM has risen to about 3.5 USD, which has increased by more than 10% since January; the spot price of 4Gb DDR4 standard DRAM has increased to more than 2 USD, and the increase has reached about 17% since January .



Due to the lack of supply in the spot market, the industry expects that prices will continue to rise before the Chinese Lunar New Year, and the increase in spot prices will lead to the increase in contract prices, which will obviously help DRAM factory revenue and profit.

It is understood that in December last year, the DRAM price stopped falling and rebounded, mainly due to the decline in the inventory levels of terminal ODM / OEM factories, mobile phone factories, and system factories. And the contract price stopped falling.

As of 2020, buyers in the DRAM market have continued to purchase to build inventory, and the supply side has not added new capacity in the past year. In addition, the DRAM carrying capacity of terminal devices has increased significantly by more than 50%, pushing up spot prices and continuing to rise. .

In addition, DRAMeXchange estimates that the contract prices of server DRAM and niche DRAM in the first quarter will increase by less than 5% from the previous quarter, while the contract DRAM contract prices are expected to increase between 5-10%. Standard and mobile DRAM It should be expected to remain flat.