Memory chip prices set to rise ‘just’ 10% in Q3

Memory chip prices set to rise ‘just’ 10% in Q3

Market news |
By Peter Clarke

Contract prices for memory chips are expected to continue to show increases in Q3 but less than those experienced in Q2 as supply and demand come closer to being in balance, according to TrendForce.

The market researcher reckons the average selling price (ASP) of DRAM will increase by 8 to 13 percent. The price of conventional DRAM is expected to rise by 5 to 10 percent, showing a slight contraction compared to the increase in the second quarter.

Server DRAM prices are expected to increase by between 8 and 13 percent in Q3 down from the 15 to 20 percent reported in Q2. All other DRAM categories are expected to rise by between 3 and 8 percent down from 15 to 20 percent or 5 to 10 percent in the previous quarter.

High bandwidth memory (HBM) represented about 4 percent of the DRAM market in Q2 but with demand remaining strong will reach 6 percent penetration in Q3, TrendForce said. The ASP of HBM DRAMS will rise by 8 to 13 percent in Q3.

Meanwhile Q3 contract prices for NAND flash are estimated to rise by between 5 and 10 percent, says TrendForce. This is somewhat slower rise than in Q2 when the overall flash market was expected to rise by between 15 and 20 percent

It is notable that for NAND flash memories for client SSDs in notebooks the strong price hikes of Q2 – of 20 to 25 percent – will dip to a more manageable 8 to 13 percent jump.

However, for enterprise SSDs the expansion of AI server deployments is driving significant investments in IT infrastructure, with server OEM orders rising sharply in Q3. The price increase for enterprise SSDs in Q3 is therefore expected to be 15 to 20 percent.

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