DRAM 成交量持续萎缩2doesmc
DDR4 1Gx8 3200/2666部分,SK Hynix DJR-XNC市价落在USD1.38~1.40左右,Samsung WC-BCWE报价维持在 USD1.52~1.54,WC-BCTD报价维持在USD1.50附近。2doesmc
DDR4 512x8 2400/2666部分,Samsung WE-BCRC价格在USD1.05,WF-BCTD报价维持在USD1.02~1.05。2doesmc
DDR4 512x16 3200/2666部分,SK Hynix DJR-XNC现货价小幅修正至USD1.37~1.39,Samsung WC-BCWE价格为USD1.53附近,WC-BCTD报价落在USD1.50左右。2doesmc
DDR4 256x16部分,Samsung WF-BCTD报价维持在USD0.94~0.95。2doesmc
模组现货价格参考:2doesmc
KST DDR4 8G 2666 $15.02doesmc
KST DDR4 16G 2666 $28.02doesmc
KST DDR4 8G 3200 $15.502doesmc
KST DDR4 16G 3200 $29.02doesmc
KST DDR4 32G 3200 $56.02doesmc
KST DDR5 8G 4800 $25.02doesmc
KST DDR5 16G 4800 $43.02doesmc
KST DDR5 32G 4800 $79.02doesmc
KST DDR5 8G 5600 $26.502doesmc
KST DDR5 16G 5600 $46.02doesmc
KST DDR5 32G 5600 $84.502doesmc
NAND Flash 白牌SSD需求略有好转2doesmc
本周NAND Flash需求呈现多头分散且零星,eMMC 连日低价刺激下,4G/8G/16G低价部位皆有询单释出,相对低价部位议价动作频频,但因双方议价空间不足,交易情况不甚理想;同时市场亦受到成卡及原厂SSD库存释出影响,整体颗粒盘势一度下跌,但因wafer报价仍是缓缓攀升,工厂端成本出现价差,白牌SSD需求略有好转,在实际买气部份仍显薄弱,无法带动整体需求动能,盘势仍大致疲弱,而跌幅则较为收敛。2doesmc
2doesmc
在Samsung部分,SLC固定需求趋近尾声,价格表现大致持稳,受到大盘波动有限。2doesmc
在SKHynix部分,SLC 零星需求推迟,盘势略显疲软,供应端见走势不甚明朗,采取持平议价策略。2doesmc
在Micron部分,SLC 报价大致落底,表现平稳,在4G/8G部份有些许询单,双方动作较不明朗,未见目标价格释出。2doesmc
在Kioxia部分,SLC有些许颗粒到货,市场报价略为回档修正,相对低价部位有零星买单承接,盘势大致表现平稳。2doesmc
TF卡 整体价格较为稳定2doesmc
本周TF卡表现相对一般,终端需求释出仍是有限,市场备货动作放慢,买家问价动作断断续续,市场实际议价动作较为有限,高容量部分价格稍有提高,整体价格较为稳定,整体成交情况不佳。2doesmc
2doesmc
责编:Elaine