The memory board has split in two: DDR5 spot is still climbing and Q4 PC DRAM contract increases are widening, while DDR4 16Gb has stopped rising and NAND spot is drifting lower on cautious buying.
| 제품 | 가격 | 우와 | 전년 대비 |
|---|---|---|---|
| DDR4-8GDDR4 8Gb(1Gx8) 3200 | $46.64USD / 칩 | +2.55% | +860.00% |
| DDR4-16GDDR4 16Gb(2Gx8) 3200 | $82.06USD / 칩 | +5.23% | +690.00% |
| DDR5-16GDDR5 16Gb(2Gx8) 4800/5600 | $60.74USD / 칩 | +2.72% | +480.00% |
| RDIMM-64GDDR5 RDIMM 64GB (32x 16Gb) | $2,064USD / 모듈 | +2.98% | +455.00% |
| HBM3E-36GHBM3E 36GB 12-하이 스택 | $2,107USD / 스택 | +0.28% | +14.00% |
| HBM4-48GHBM4 48GB 16-Hi 스택 | $3,515USD / 스택 | -0.58% | +0.00% |
| eSSD-30T엔터프라이즈 SSD 30.72TB QLC | $4,631USD/드라이브 | +3.51% | +165.00% |
| RTL-32G소매용 DDR5 32GB 키트(2x16, 6000 CL30) | $449.91USD / 키트 | +1.18% | +230.00% |
DDR5 is the line still moving up. DDR5 16Gb 4800/5600 spot averaged $61.10 on 22 Oct, up from $55.23 on 17 Sep and $57.67 on 24 Sep. TrendForce says DDR5 is hard to source.
DDR4 has gone flat at a very high level. DDR4 16Gb 3200 printed $83.117 on 22 Oct, unchanged on the session and below the $86.00 seen on 17 Sep. TrendForce describes trading as quiet, with some suppliers edging quotes down and buyers unwilling to purchase.
NAND spot is where the downside shows. eMMC 4G fell to $12.886 and 8G to $16.643, with buyers in a wait-and-see stance. These are spot quotes; contract prices can behave differently.
계약 pricing still points up. TrendForce's 21 Oct bulletin says PC DRAM supply is set to shrink next year and vendors are widening Q4 contract increases. The same bulletin expects 8-high HBM stacks to become mainstream in 2H27.
HBM4 pricing is a 보고값 ask, not a settled contract. Maeil Business reports Samsung offered 2027 HBM4 at mid-to-high $4 per gigabit, against roughly $1.50/Gb for HBM3E. Treat that as a negotiating quote until a deal is confirmed.
| 제품 | 가격 | 우와 | 전년 대비 |
|---|---|---|---|
| TSMC-N2TSMC N2(2nm) 300mm 웨이퍼 | $29,971USD / 웨이퍼 | +0.62% | +11.11% |
| GPU-B200NVIDIA B200 가속기(모듈) | $34,098USD/단위 | -0.52% | +9.68% |
| CoWoS-LCoWoS-L 고급 패키징 | $6,532USD / 인터포저 | +3.18% | +18.18% |
| MCU-3232비트 자동차/산업용 MCU | $3.14USD/단위 | +0.06% | -4.55% |
가격을 움직인 세 가지 헤드라인
- DRAM시장 데이터
22 Oct spot board: DDR5 16Gb averages $61.10; DDR4 16Gb flat at $83.117
DDR5 is still rising while DDR4 16Gb sits flat — the clearest sign the run is now generation-specific.
DRAMeXchange / TrendForce 스팟 보드 ↗ - DRAM상승 위험
TrendForce: vendors widen Q4 PC DRAM contract hikes as 2027 supply 계약
Wider Q4 contract hikes mean the price buyers actually pay is still heading up, whatever spot does.
TrendForce DRAM Market Bulletin ↗ - NAND하락 위험
NAND spot keeps sliding: eMMC 8G drops to $16.643 as buyers turn bearish
NAND spot weakness is the most visible downside on the board right now.
DRAMeXchange Daily Express ↗ - HBM상승 위험
Samsung reportedly quotes 2027 HBM4 at more than 3x HBM3E per gigabit
If it settles near that level, HBM4 would cost about three times HBM3E per gigabit.
Maeil Business Newspaper ↗
위의 모든 레벨은 동일한 세션입니다. 라이브 보드 표시되며 각각은 보고, 파생 또는 추정으로 표시됩니다. 방법론.