Sources at memory module makers say memory spot prices continue to fall as price declines extend, with spot prices for mainstream 8Gb DDR4 DRAM extending to 10 percent, according to Tibco.
According to the Electronic Times, the sources noted that contract prices are expected to fall sharply in the third quarter as DRAM spot prices are still on a downward trend. In addition, the oversupply of NAND flash memory is more serious than that of DRAM chips.
The general manager of Apacer, David Chang, expects that DRAM demand may grow slowly in the fourth quarter as the shortage of materials eases; the oversupply of NAND Flash is not expected to ease until the end of the year. David Chang also pointed out that the current inventory of the original factory and module factory is about 10-12 weeks, and the end customer memory inventory is relatively low.
