On November 6, TrendForce released its latest report, revealing that a notable hoarding trend has surfaced in the DRAM spot market this week. Buyers are swiftly placing orders as soon as they receive price quotes, causing a sharp surge in spot prices. This hoarding behavior is mainly attributed to persistent supply shortages from suppliers. Additionally, major module makers like Kingston have imposed shipment restrictions, creating inventory replenishment challenges for other module manufacturers. Despite the considerable gap between spot transaction prices and official prices, buyers are still eager to stockpile inventory. Bolstered by robust demand, spot prices for DDR5 chips have jumped by 30% this week. The market's supply-demand imbalance has further escalated, with short-term supply issues still lingering. As a result, buyers are proactively hoarding inventory to guarantee a stable supply from the end of this year through early next year.
