◆ 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.
31.03.202502:52
2025. 3. 31(월) 장중 DRAM 현물가격
21.03.202513:59
일간 메모리 현물가격 [미래에셋증권 반도체 김영건/김제호]
기준: 2025.3.21(금)
◆ DRAM: 제품 평균 +1.3%(18개 상승) *DDR5 Premium vs. DDR4: +63.7% → 수요 강세, 제품 전반 가격 급등세 지속. 공장 견적 문의 지속 및 TP 인상, 공급 제한에 거래량 제한적
Demand remained strong, and the trend of sharp price jumps continued. Factories kept issuing orders and raising bids, but unstable spot supply hindered transactions, making it difficult for overall trading volumes to expand.
◆ NAND: *금일 현물가 미제공 → 뚜렷한 최종 사용자 수요 증가세 미포착, 구매업체 TP 유지. 제품 전반 가격 큰 폭 상승, 거래활동 제한적
Price increases were significant. However, as buyers observed no notable growth in end-user demand, they were less aggressive in following the price hikes. As a result, the momentum for bidding slightly eased. The overall market remained at high levels, but transaction outcomes were relatively unclear.
◆ DRAM: 제품 평균 +0.1%(10개 상승) *DDR5 Premium vs. DDR4: +58.0% → 구매업체 관망세 지속, 수요 약세. 제품 전반 가격 변동폭 및 거래활동 제한적
Activity was quiet with limited inquiries. Buyers maintained a strong wait-and-see attitude, and the market lacked significant momentum. Both supply and demand sides remained cautious, with no noticeable price fluctuations and light transaction activity.
◆ NAND: *N/A(전일 현물가 미제공) → eMMC 가격 하락세 지속. 일부 저가 품목 외 제품 전반 거래활동 제한적
eMMC continued its slight downward adjustment trend. There were sporadic purchases at lower price levels, but active interaction on pricing between buyers and suppliers was lacking. Negotiation attitudes remained conservative, and actual transactions were limited. Overall, the market atmosphere remained subdued.
◆ DRAM: 제품 평균 +0.2%(9개 상승) *DDR5 Premium vs. DDR4: +58.4% → 관세 유예 소식에 수요 회복세. 일부 제품가 소폭 상승, 제품 전반 거래량 제한적
News of a tariff suspension provided a boost, leading to a slight recovery in inquiries and improved market sentiment. Prices for certain chip capacities saw a slight uptick, and there were a few transactions at lower price points. However, overall transaction volumes did not significantly increase.
◆ NAND: *금일 현물가 미제공 → 수요 소폭 반등, 중저가 웨이퍼 제품 대상 산발적 거래활동 발생. 제품 전반 가격 소폭 상승, 거래활동 제한적
Inquiries showed a slight recovery, with sporadic buying activity particularly for mid-to-low-capacity wafer products. The spot trading atmosphere warmed up slightly, and factories showed greater acceptance of current price levels, displaying relatively positive purchasing intent. Nevertheless, overall transaction volumes remained limited.
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