Storage product spot prices remain strong, industry is bullish on future trends.

On December 25th, TrendForce's latest storage spot price trend report shows that DDR4, DDR5, and module prices continue to rise for several days in a row. Although the price increase has slightly converged compared to before, observations and research indicate that it is not a temporary shortage, but rather a short-term phenomenon where some middle traders are releasing more stock to settle year-end accounts. As a top module supplier, Kingston significantly raised DRAM prices this week, with overall spot prices showing no signs of weakness. Meanwhile, the NAND Flash spot market shows a bullish sentiment due to expectations of rising contract prices. TrendForce points out that under the expectation of contract price increases, the NAND flash spot market reflects a bullish market atmosphere. Some spot suppliers, optimistic about future price trends, are choosing to delay releasing stock and taking a cautious sales strategy, further tightening the market supply, leading to continued upward pressure on Wafer spot prices. The flash market recently stated that although storage manufacturers have quickly raised prices to cope with rising production costs, the speed of price increases in their products is much slower than the rise in resources due to having a certain amount of old inventory. Some finished products have even fallen into a situation of price inversion. Despite the rise in storage product prices, which significantly dampens purchasing intentions on the demand side, there is no sign of the rise in resource prices stopping. The increase in spot product costs and the pressure of price inversion continue to worsen, and with the expectation of supply side price increases next year, the overall spot market prices remain strong.