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Goldman Sachs: DDR4 Spot Price Soars 172% Above Contract Price, Substantial Catch-Up Rally Imminent
2 day ago /
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Author：小编
According to the latest channel survey conducted by Goldman Sachs' Asian team, there has been a stark inversion in the DRAM market's pricing structure. Specifically, the spot price for DDR4 memory has skyrocketed, now standing 172% higher than the contract price established in December of the previous year. Meanwhile, the price disparity for DDR5 has also climbed significantly, reaching a 76% difference. This notable divergence between spot and contract prices, often seen as a short-term supply and demand indicator or "barometer," underscores that contract prices have substantially drifted away from the underlying market fundamentals.
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