DDR5 Chip Prices to Surge 30% Amid Tight Supply

According to the latest market data, prices of DDR5 DRAM chips surged by as much as 30% this week, highlighting the intensifying supply shortage across the memory market.

Over the past week, DRAM spot prices have continued to climb sharply. With original manufacturers keeping production tight, brands like Kingston have restricted shipments, prompting module makers to seek chips aggressively in the spot market to secure inventory. Driven by this strong demand, DDR5 chip prices rose up to 30%, and the supply gap is expected to persist in the short term. Many buyers are now stocking up early to ensure stable supply through the end of the year and into early next year.

In terms of pricing, SK Hynix's DDR5 4800M die spot price has jumped to around USD 17.0, while the 5600 A die has climbed above USD 22.0. DDR4 chips are also trending upward, with SK Hynix's new Die now priced above USD 33.8, and CJR-XNC parts trading between USD 26.5 and 27.5.

The NAND Flash market is seeing a similar rally. Tight supply control from major manufacturers has pushed prices steadily higher. Although actual transactions remain limited, buyer inquiries are frequent, reflecting a clear supply-demand imbalance. SK Hynix's 512Gb wafer has risen to around USD 6.00, as suppliers hold firm on prices and manufacturers continue to raise quotes, fueling active price chasing in the market.

The TF card segment also shows strong activity but remains constrained by limited spot availability. Prices are being quoted higher, especially for certain capacities, with fewer offers in the market and slower deal closures.

Overall, the sharp rise in memory prices is mainly driven by tight supply and controlled output strategies. The worsening supply-demand imbalance is likely to sustain upward pressure on prices in the near term, impacting downstream industries and end-product costs.

To navigate this volatile environment, companies are advised to adjust inventory plans proactively, secure material sources early, and closely monitor market and manufacturer trends to maintain supply chain stability.