DRAM市場需求持續(xù)低迷
本周DRAM市場需求低迷情況延續(xù),存儲器模組以及顆粒價格不斷向下修正,值得一提的是,美光Quarter end結(jié)束,DDR3 256x16出現(xiàn)實單買盤向上的情況,其余顆粒表現(xiàn)仍相當有限,整體市場呈現(xiàn)負成長的狀態(tài)。bxjesmc
DDR4 1Gx8 2666/3200部分,SK Hynix DJR-XNC/CJR-XNC價格為USD3.6x~3.70,CJR-VKC價格約落在USD3.6x~3.70;Samsung WC-BCTD價格持續(xù)下修,已來到USD4.10,WB-BCTD報價約落在USD3.80左右。bxjesmc
DDR4 512x8 2400部分,Samsung WE-BCRC有供應(yīng)商報出低價,在USD2.4x附近。bxjesmc
DDR4 512x16 2666部分,SK Hynix CJR-VKC一般現(xiàn)貨報價維持在USD4.30左右;Samsung WC-BCTD價格下跌至USD4.00。bxjesmc
DDR4 256x16部分,Samsung WE-BCRC價格維持在USD2.50左右,而WF-BCTD報價亦同樣維持在D2.60。bxjesmc
模組現(xiàn)貨價格參考:bxjesmc
KST DDR4 4G 2666 $18.20bxjesmc
KST DDR4 8G 2666 $31.35bxjesmc
KST DDR4 16G 2666 $62.50bxjesmc
KST DDR4 32G 2666 $125.00bxjesmc
KST DDR4 4G 3200 $18.70bxjesmc
KST DDR4 8G 3200 $32.35bxjesmc
KST DDR4 16G 3200 $63.50bxjesmc
KST DDR4 32G 3200 $127.00bxjesmc
NAND Flash市場氛圍仍處被動
本周終端需求并未好轉(zhuǎn),NAND Flash市場氛圍仍處被動,供應(yīng)端報價雖有降價空間,但不如以往主動釋出,皆采取被動議價,偶有零星詢單于Kioxia特定顆粒,但工廠端訂單大多保守推遲,預期未來價格仍有下修空間,并不急于進場購貨,議價動作較不積極,整體買氣安靜,盤勢大多處于疲軟狀態(tài)。bxjesmc
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其中,Samsung部分,供需雙方未見明顯交集,價格并未出現(xiàn)下修情況,仍以平盤格局釋出,交易量過于零星。bxjesmc
SK Hynix SLC 1G/2G有零星詢單,但因需求數(shù)量較少,雙方議價空間過于窄小,交易情況略顯停滯。bxjesmc
Micron SLC顆粒持續(xù)到貨,沉重賣壓導致2G/4G顆粒仍疲軟下探,零星需求仍以Kioxia品牌為主,較低價格并未爭取到議價優(yōu)勢。bxjesmc
Kioxia SLC顆粒受到相應(yīng)需求支撐,盤勢表現(xiàn)較為振蕩,但實際成交量仍多有局限。bxjesmc
TF卡整體成交量依然有限
本周TF卡表現(xiàn)較為安靜,市場動能稍顯停滯,觀望氣氛持續(xù),僅在部分指定料號有些許詢單動作,買價普遍偏低,供應(yīng)商價格持續(xù)下調(diào),雙方價格依然難以達成一致,整體成交量依然有限。bxjesmc
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責編:Rain