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.
| 产品 | 价格 | 哇 | 同比 |
|---|---|---|---|
| DDR4-8GDDR4 8Gb (1Gx8) 3200 | $46.64美元 / 芯片 | +2.55% | +860.00% |
| DDR4-16GDDR4 16Gb (2Gx8) 3200 | $82.06美元 / 芯片 | +5.23% | +690.00% |
| DDR5-16GDDR5 16Gb (2Gx8) 4800/5600 | $60.74美元 / 芯片 | +2.72% | +480.00% |
| RDIMM-64GDDR5 RDIMM 64GB (32x 16Gb) | $2,064美元 / 模块 | +2.98% | +455.00% |
| HBM3E-36GHBM3E 36GB 12 层堆栈 | $2,107美元 / 堆栈 | +0.28% | +14.00% |
| HBM4-48GHBM4 48GB 16 层堆栈 | $3,515美元 / 堆栈 | -0.58% | +0.00% |
| eSSD-30T企业级SSD 30.72TB QLC | $4,631美元/驱动器 | +3.51% | +165.00% |
| RTL-32G零售 DDR5 32GB 套件（2x16、6000 CL30） | $449.91美元/套 | +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.
合同 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 报告值 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.
| 产品 | 价格 | 哇 | 同比 |
|---|---|---|---|
| TSMC-N2台积电 N2 (2nm) 300mm 晶圆 | $29,971美元/晶圆 | +0.62% | +11.11% |
| GPU-B200NVIDIA B200 加速器（模块） | $34,098美元/单位 | -0.52% | +9.68% |
| CoWoS-LCoWoS-L先进封装 | $6,532美元/中介层 | +3.18% | +18.18% |
| MCU-3232位汽车/工业MCU | $3.14美元/单位 | +0.06% | -4.55% |
三个影响价格的头条新闻
- DRAM市场数据
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 现货板 ↗ - DRAM上行风险
TrendForce: vendors widen Q4 PC DRAM contract hikes as 2027 supply 合同
Wider Q4 contract hikes mean the price buyers actually pay is still heading up, whatever spot does.
TrendForce DRAM Market Bulletin ↗ - NAND下行风险
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 ↗ - HBM上行风险
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 ↗