- Micron pauses the DRAM and Nand quotations, indicating more clear increases soon
- Spot DDR4 prices rose 3.31%, increasing from $ 4,896 to $ 5,058
- Transaction volumes are being reduced as buyers resist higher memory costs
Micron and Sandisk are preparing aggressive price adjustments that could undulating themselves through storage and memory markets in a matter of weeks.
Recent reports have stated that Sandisk has already announced a 10% increase for NAND products, with the aim of increasing market feeling.
In response, Micron has stopped its NAND and DRAM appointments, indicating more clear increases on the horizon.
DRAM market reactions and DDR5 trends
These developments occur when suppliers try to recover the margins before the short supply of early supplies in 2026, while buyers continue to doubt accepting steep climbs.
Spot prices for dram continue to progress upwards, led by DDR4 products.
The average specific price of DDR4 1Gx8 3200mt/s chips has risen 3.31%, increasing from $ 4,896 to $ 5,058 in a single week.
According Trending forceThis is influenced by the strong revenue performance of Nanya.
However, transactions volumes are being reduced as buyers resist these increases, showing a limited arrangement to absorb higher costs.
Meanwhile, the spot trade of the DDR5 chips remains moderate, not showing any change with respect to the previous weeks.
Although DDR5 represents the latest memory technology, its absorption seems attenuated by cost concerns and limited growth of short -term demand.
Sandisk’s effort to boost an increase in the price of 10% NAND has not been adopted completely by buyers, especially now that high season storage activity has passed.
The 512 GB TLC WAFERS spot price has increased by around 1.5%, but suppliers have largely limited increases to channels instead of the retail market.
If these channel settings expand, consumers could soon see greater costs for SSD storage and related products.
Sandisk’s recent financial results show why suppliers are confident in the search for price increases.
The company reported quarterly income of $ 1,901 billion, an increase of 12% from the previous quarter and 8% growth year after year.
For fiscal year 2025, income reached $ 7,355 billion, 10% more of fiscal year 2024.
This growth was backed by moderate profits in bits shipments and average sales prices, which demonstrates a sustained demand in key segments.
The Sandisk Data Center business represented more than 12% of the total bits sent, while cloud revenues increased 25% year after year to $ 213 million.
These figures indicate that the business and professional sectors remain willing to absorb higher costs, giving suppliers a basis to boost the prices of DRAM and NAND.
With suppliers that remain firm in quotes and signaling additional increases, both business customers and end users can face greater costs during the Black Friday period.
The increase in DRAM and Nand prices could harden the margins for retailers and integrators, particularly if buyers delay purchases in stabilization.
For consumers, any temporary relief in storage agreements can be short -lived, which makes this shopping season more unpredictable in recent times.
