There is a strong sense of caution in the spot market, with different trends in the prices of DRAM and NAND Flash.

According to the latest storage spot price trend report released by TrendForce, in terms of DRAM, the spot price is still higher than the contract price, and pricing negotiations for the second quarter of 2026 have not yet begun, so the market is generally in a wait-and-see attitude. Meanwhile, NAND Flash spot prices continue to rise, with the price of 512Gb TLC Wafers increasing by 14.7% this week, but buyers are still in a wait-and-see mode.