Resource prices rise, coupled with frequent inquiry actions from the demand side. This week, embedded NAND and LPDDR4X products are seeing a general increase in prices.

According to CFM flash market data, since early September, NAND Flash wafer prices have generally shown single-digit increases, with the price of 512Gb TLC NAND increasing by nearly 10%. Under the influence of upstream price increases, recent activity in the spot market for storage has been frequent, and the price hikes for resources have gradually spread to the embedded finished product end. This week, eMMC and UFS prices have generally been significantly adjusted upwards. Additionally, due to some manufacturers temporarily suspending quotes and plans to significantly raise prices for LPDDR4X resources, market sentiment for a bullish outlook has quickly heated up. Based on expectations of price increases, LPDDR4X, which has been trading sideways at high levels for over a month, has once again entered a rising trend.