TrendForce: Severe hoarding phenomenon in the DRAM spot market, buyers placing orders immediately upon receiving quotes.

The latest report from TrendForce indicates that there has been a serious hoarding phenomenon in the DRAM spot market this week, with buyers placing orders immediately upon receiving quotes, leading to a surge in spot prices. This phenomenon is attributed to continued tight supply from suppliers, as well as major module manufacturers like Kingston restricting shipments. As a result, other module manufacturers are also facing pressure to replenish their stocks. Despite significant differences between actual spot transaction prices and official prices, buyers have not been deterred and are actively hoarding goods. Driven by strong demand, spot prices for DDR5 chips have risen by 30% this week. The increasingly clear market imbalance between supply and demand has not been resolved in the short term. Therefore, buyers are hoarding goods in advance to ensure stable supply by the end of this year and into early next year.