memory modules and granules are constantly revised. DRAM market demand continues to be sluggish; The NAND Flash market atmosphere is still passive; The overall turnover of TF cards is still limited. DRAM market demand continues to be sluggish. This week, the sluggish demand in DRAM market continued, and the prices of memory modules and particles were constantly revised downwards. It is worth mentioning that after the end of Micron Quarter end, DDR3 256x16 showed an upward buying situation, and the performance of other particles was still quite limited, and the overall market showed a state of negative growth. DDR4 1Gx8 2666/3200, SK Hynix DJR-XNC/CJR-XNC price is USD3.6x~3.70, and CJR-VKC price is about USD 3.6x ~ 3.70; The price of Samsung WC-BCTD has been revised downward continuously, and it has reached USD4.10, and the quotation of WB-BCTD is about USD3.80. Part DDR4 512x8 2400, Samsung WE-BCRC has a supplier who quoted a low price near USD2.4x Part DDR4 512x16 2666, SK Hynix CJR-VKC general spot quotation is maintained at around USD4.30; Samsung WC-BCTD price dropped to USD4.00. Part DDR4 256x16, the price of Samsung WE-BCRC is maintained at around USD2.50, and the quotation of WF-BCTD is also maintained at D2.60 Module spot price reference: KST DDR4 4G 2666 $18.20 KST DDR4 8G 2666 $31.35 KST DDR4 16G 2666 $62.50 KST DDR4 32G 2666 $125.00 KST DDR4 4G 3200 $18.70 KST DDR4 8G 3200 $32.35 KST DDR4 16G 3200 $63.50 KST DDR4 32G 3200 $127.00 The NAND Flash market atmosphere is still passive Terminal demand has not improved this week, and the market atmosphere of NAND Flash is still passive. Although there is room for price reduction on the supply side, it is not as active as before, and passive bargaining is adopted. Occasionally, sporadic inquiries are made for specific particles of Kioxia. However, most orders on the factory side are conservatively postponed. It is expected that there will still be room for revision in the future prices, and there is no rush to enter the market for purchase. The bargaining action is less active, the overall buying gas is quiet, and the market situation is mostly weak. Among them, in Samsung, there is no obvious intersection between the supply and demand sides, and the price has not been revised downwards, but it is still released in a flat pattern, and the transaction volume is too sporadic. SK Hynix SLC 1G/2G has sporadic inquiries, but due to the small demand, the bargaining space between the two parties is too narrow, and the transaction situation is slightly stagnant. Micron SLC granules continued to arrive, and the heavy selling pressure caused the 2G/4G granules to remain weak. The sporadic demand was still dominated by Kioxia brand, and the lower price did not gain the bargaining advantage. Kioxia SLC particles are supported by the corresponding demand, and the market performance is rather oscillating, but the actual turnover is still limited. The overall turnover of TF card is still limited This week, TF card performance was quiet, the market momentum was slightly stagnant, and the wait-and-see atmosphere continued. Only in some designated materials, some inquiries were made, the purchase price was generally low, the supplier price continued to decrease, the prices of both parties were still difficult to reach an agreement, and the overall turnover was still limited.
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