일간 메모리 현물가격
[미래에셋증권 반도체 김영건/김제호]
기준: 2025.3.24(월)
◆ DRAM: 제품 평균 +0.7%(18개 상승)
*DDR5 Premium vs. DDR4: +63.5%
→ 수요 강세 지속. 공장 리스톡킹 목적 견적 문의 진행, 공급업체 공급 제한 기조 유지. 제품 전반 거래량 제한적
Demand remained strong, with factories continuing to issue inquiries in search of restocking opportunities. However, suppliers generally adopted a cautious approach, becoming more passive in their quoting behavior. The atmosphere of reluctance to sell was notable, and the overall market sentiment remained bullish.
◆ NAND: *N/A(전일 현물가 미제공)
→ 저가 제품 위주 수요 발생, 공급업체 TP 인상. eMMC 등 제품 전반 가격 강세, 거래활동 제한적
eMMC prices continued to rise sharply. Buyers still showed willingness to purchase at lower price points, but suppliers actively raised their quotations, resulting in a lack of agreement between buyers and sellers. Transactions remained limited, while the overall market maintained an upward trend.
(Source: DRAMeXchange)
감사합니다.
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