- Micron pauses dram and nand -citates that signalize sharper climbs that soon come
- DDR4 Spot Prices rose 3.31%and rose from $ 4,896 to $ 5.058
- Transaction quantities shrink as buyers withstand higher memory costs
Micron and SanDisk prepare aggressive price adjustments that can be mugged through the storage and memory markets within weeks.
Recent reports have claimed that SanDisk has already announced an increase of 10% for NAND products aimed at increasing market mood.
In response, Micron has paused his Nand and DRAM quotes and signaling of sharper climbs in the horizon.
DRAM -Market Reactions and DDR5 TENDERS
These developments come as suppliers try to recover margins in front of expected supply shortages by 2026, while buyers remain hesitant to accept steep hiking.
Spot prices for DRAM continue to move upwards, led by DDR4 products.
The average spot price of mainstream DDR4 1GX8 3200MT/s chips has risen 3.31%and rose from $ 4,896 to $ 5.058 in a single week.
According to TrendforceThis is affected by Nanya’s strong August income benefit.
However, transaction quantities shrink when buyers resist these increases, which shows limited willingness to absorb higher costs.
Meanwhile, the spot trading with DDR5 chips remains muted, which shows no change from previous weeks.
Despite the DDR5 representing the latest memory technology, its recording seems tempered by cost problems and limited growth in the short term demand.
Sandisk’s efforts to push a 10% NAND price increase are not fully embraced by buyers, especially now that the high season’s flow activity has passed.
The spot price of 512 GB TLC discs has increased by approx. 1.5%, but suppliers have largely limited increases in channels rather than the retail market.
If these channel adjustments are expanded, consumers could soon see higher costs for SSD storage and related products.
Sandisk’s recent financial results show why suppliers are sure to pursue price increases.
The company reported quarterly revenue of $ 1.901 billion, an increase of 12% from the previous quarter and 8% growth the year before.
For the 2025 financial year, revenue reached $ 7.355 billion, an increase of 10% from the financial year 2024.
This growth was supported by moderate gains in bit shipments and average sales prices, demonstrating sustained demand across key segments.
SanDisk’s data center business accounted for over 12% of the total bits sent, while cloud revenue rose 25% the year before to $ 213 million.
These figures indicate that corporate and professional sectors remain willing to absorb higher costs, giving suppliers a foundation for pushing the dram and NAND pricing higher.
With suppliers that hold on to quotes and signalize additional increases, both corporate customers and end users can face increased costs in the Black Friday period.
Rising drama and NAND prices could tighten the margins for retailers and integrators, especially if buyers delay purchases in anticipation of stabilization.
For consumers, any temporary relief in storage agreements can be short-lived, making this shopping season one of the most unpredictable in recent times.
