DDR4 Spot Prices Rarely “Invert” DDR5 in a Decade, Taiwanese Vendors Emerge as Biggest Winners

Against the backdrop of collective production cuts by manufacturers, the DDR4 spot market has witnessed a “crazy rally”. According to TrendForce data, on June 13, the average price of DDR4 8Gb (1G×8) 3200 surged 7.8% to 3.775, up 38.27% from 2.73 on May 30. Calculated from the beginning of the quarter on March 31, the cumulative increase is nearly 132%. More dramatically, current DDR4 quotes have exceeded those of the higher-spec DDR5, creating a “price inversion”  rarely seen in a decade, as industry insiders put it.