Most of the prices in the spot market continue to rise, and controlling prices is still the main trend.

Thanks to the significant improvement in the price environment of the NAND and DRAM product lines in the third quarter, as well as the expansion of sales of high value-added products such as server DDR5, LPDDR5X, HBM3E, eSSD to meet the strong new demand for server NAND and DRAM, original manufacturers such as Samsung and SK Hynix achieved their highest ever Q3 storage business revenue, significantly raising overall profitability. According to financial data, current inventory is being rapidly depleted, and original manufacturers will further increase the share of high-profit products for the server market, including DRAM and NAND products, as overall supply growth remains limited. The core driving force behind this round of price increases stems from the surge in server storage demand, with original manufacturers shifting their production capacity structurally towards the server market. The mobile, PC, and spot markets have already been affected, and the strong price increases in consumer NAND and DRAM have surpassed demand factors. In the near future, the tightening supply and rising prices of DRAM and NAND in the spot market may become the norm.