Storage spot inversion worsens. Prices of low-capacity SSDs, memory modules, and LPDDR4X products in the industry have increased this week.

Recently, with certain upstream suppliers releasing NAND prices, the price of 512Gb NAND has surpassed $0.35 per GB, while 1Tb has risen to around $0.22. However, the current spot market is facing a severe situation with high wafer prices at the trade end, and weak buying sentiment in the market. On the finished product side, due to the recent rise in prices of new purchasing resources, the production cost of LPDDR4X has increased to over $1.6 per Gb, leading storage manufacturers to once again raise prices of LPDDR4X, making it more difficult to sell high-capacity products. Industry manufacturers continue to absorb the pressure of rising resource costs, slowly pushing up the prices of some low-capacity SSD finished products. While there are some inquiries from customers in the channel market, the high prices of storage products have significantly dampened their purchasing intentions after several rounds of price increases, resulting in very limited actual transactions in the market. Overall, the channel market remains stable, but it still needs time for more customers to accept the current price levels.