According to industry sources, although the end market demand is still sluggish, DDR4 spot market prices continue to rebound. According to Digitimes reports, sources pointed out that as of the first quarter of 2022, terminal market demand has not seen a significant rebound, but due to supply concerns, the spot quotations of mainstream DDR4 chips have been rising.
Both Samsung and Micron warned that the strict blockade caused by the epidemic in Xi'an, China, may disrupt their local semiconductor factory production in Xi'an, causing people to worry about whether the incident will have a significant impact on global memory chip production.
It is understood that Samsung operates a NAND flash memory plant and related back-end facilities in Xi’an, while Micron operates a DRAM assembly and test plant locally.
According to sources, in terms of growth, DDR4 spot prices are better than those of other DRAM types, but it remains to be seen whether it will push up the DRAM contract prices in the first quarter, and the increase in DRAM spot prices is also greater than that of NAND flash memory.
In addition, sources pointed out that the shortage of certain logic chips has begun to ease, encouraging equipment assembly plants and brand suppliers to hoard memory chips. Seasonal factors may still drag down the contract prices of DRAM and NAND flash memory by about 10% in the first quarter of 2022, but supply concerns caused by the Xi'an blockade may reverse the trend of memory contract prices.
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