US Stock Market Move | Micron Technology, Inc. (MU.US) rose more than 4%, three major factories temporarily paused quoting! DDR5 spot price soared 25% in a week

On Monday, Micron Technology, Inc. (MU.US) rose more than 4%, reaching $234.33. It was reported that Samsung Electronics has been the first to suspend DDR5 DRAM contract pricing for October, prompting other memory manufacturers such as SK Hynix and Micron to follow suit, leading to a "cut-off" in the supply chain. It is expected that pricing will not resume until mid-November. Industry insiders revealed that while it is a market consensus that memory contract prices will rise in the fourth quarter, it was previously expected that the prices would be finalized before the end of October. However, Samsung's reluctance to provide contract pricing has resulted in downstream customers being told "there is no stock to sell", causing DDR5 spot prices to soar 25% in just one week. The report mentioned that in the fourth quarter, upstream manufacturers are only providing pricing to technology leaders or top-tier cloud providers, with almost no capacity being made available to other general customers, leading to the memory market entering a "seller's market". Furthermore, the supply strategies of the three major memory manufacturers in the future will become stricter, only providing pricing to long-term customers. This also means that it may become common for manufacturers to not provide pricing, forcing customers with urgent needs to turn to the spot market to secure supplies. At present, fourth quarter contract prices have not been finalized, but the report suggests that from the fourth quarter of this year to the first half of next year, DDR5 prices will see a "continuous three-tier jump" increase, advancing towards a 30%-50% increase each quarter. Based on this estimation, the price of DDR5 16Gb could reach as high as $30 in the first half of 2026.