Despite calendar Q3 routinely being peak season for consumer electronics and other end-markets, DRAM and NAND spot prices have consistently decreased. Across all memory devices, still-lackluster consumer demand growth will present flexible pricing opportunities in the shorter term. The Commodity IQ Price Index indicates that while expanding above the baseline, pricing will increase slower into Q1 2025. NAND lags behind DRAM in most respects and is forecast to be undersupplied later in 2025, whereas DRAM will be meaningfully supply-challenged in Q1 of next year.
Written by Supplyframe
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