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Low Inventory + Strong Demand Become the New Trend

Feb 02, 2026

DRAM Spot Prices Surge This Week | TEMO Weekly Review

This week, prices increased across the board, and the market structure is becoming more fixed. IC supply is now clearly leading the market.

After several IC suppliers raised prices by more than 50% recently, the market widely expects the upward trend to continue into Q1.

At the same time, our factory production costs continue to face strong pressure.

Factory inventory levels have dropped to a historical low, while customer demand is growing rapidly. DRAM and SSD shortages are expected to become more severe in the second half of the year.

These conditions have increased market concerns about supply disruptions, encouraging customers to actively build stock. Under the current situation, we recommend adjusting replenishment strategies to small batches with higher frequency in order to reduce risk.

【Our Product Analysis】

1.DRAM

For DDR4, reduced IC supply has sharply widened the supply gap.

“today’s high price becomes tomorrow’s low price” is becoming the norm.

2.SSD

Ahead of the Chinese New Year, our company has released some special offers to improve cash flow and reduce inventory.

In the short term, the Chinese New Year period is accelerating market speculation and price increases.

However, industry expectations for the post-holiday market remain optimistic.

Author:

KIKI LEE