This week, the memory market faced insufficient orders, while the SSD market remained volatile due to demand.
Among OEMs, Samsung urgently canceled its plan to discontinue DDR4 production at the end of 2025, extending it to the end of 2026. This will lead to short-term pricing pressure for DDR4. The good news is that market supply is expected to recover, and supply and demand will gradually balance. Inventory levels may adjust to market trends. Taiwanese manufacturers were most affected, and Samsung’s sudden adjustments also caused a collective decline in their stock prices.
In the DRAM market, demand remained stagnant, and high prices led to a lack of ordering. The SSD market also saw a lack of demand, slowing e-commerce sales, and volatile prices, prompting conservative trading strategies.
Overall, this week’s memory market saw insufficient demand, limited orders, and a weak market. The DRAM market should wait and see how manufacturers respond before making any decisions.