The memory DRAM spot price, which is considered a leading indicator of the semiconductor market, is solidifying its upward trend, raising expectations for a market recovery.
According to market research firm DRAM Exchange on the 6th, the spot price of the mainstream universal DRAM product 'DDR4 8 gigabit (Gb) 2666' was recorded at $1.951 as of the 3rd. This marks a 13.3% increase compared to the lowest price this year of $1.722 recorded on the 3rd of last month.
The DRAM spot price, which showed a downward trend for more than half a year since late July last year, has turned upwards since last month.
The DRAM spot price is the transaction price that occurs temporarily through dealerships. Typically, it converges to a fixed transaction price, which is the price of transactions between corporations conducted 4 to 6 months later, hence serving as a market leading indicator.
The fixed transaction price of DRAM, which fell significantly in the second half of last year, has also stopped its downward trend.
The average fixed transaction price for PC DRAM universal product DDR4 8Gb in March, as tallied by DRAM Exchange, was $1.35, marking five consecutive months of stability since November last year.
The recent robust demand for memory is interpreted as a result of the consumption-boosting policy from China, the effect of the 'Iguhwanxin' initiative, and a surge in memory shipments ahead of the tariff implementation in the United States.