Alliance Consultancy: DDR4 shortage situation spreading to DDR3, NAND prices stabilize after bottoming out.
According to the latest storage spot price trend report released by TrendForce, the Zhitong Finance and Economics APP learned that in terms of DRAM, the demand for DDR5 is particularly strong, while the supply of DDR4 is tight and prices continue to remain high, prompting some buyers to downgrade to DDR3, which has also pushed up the price of DDR3. As for NAND flash memory, after a rise in contract prices in the second quarter of 2026, spot prices have stabilized, but overall trading activity remains sluggish.
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