【Memory Chips】1. Spot price of DDR4 8Gb stands at $22; mainstream price of DDR5 16Gb is $40; LPDDR5X 128Gb is quoted at $235. For server DDR5 RDIMM: 32GB is priced at $900 and 64GB at $1590.
2. Consumer‑grade eMMC: Spot prices are inverted against contract prices. Spot supplies of 64GB eMMC are loosening, and distributors are adopting price‑for‑volume strategies to recover capital.
3. Unusual price inversion: DDR4 spot price rose to $24 in July (the highest level since 2016). For some distributors, DDR4 of the same capacity is priced equal to or even higher than DDR5.
4. The three major original manufacturers Samsung, SK Hynix and Micron have fully sold out their DRAM and HBM production capacities for 2027.
5. Samsung and Micron expect the shortage to persist until 2028; SK Hynix forecasts the shortage will last through 2030.
6. Yangtze Memory Technologies Co., Ltd. (YMTC) has had its STAR Market IPO application accepted, planning to raise 33 billion yuan. Its net profit attributable to parent company in Q1 2026 reached 33.379 billion yuan, representing a substantial improvement in profitability.
【Passive Components】1. CCTC issued a notice in mid‑August: prices of high‑end MLCC will be raised by 30% effective September 1, and original prices will no longer be honored for existing orders.
2. Chip resistors (Yageo, Uniroyal, Ralec): Overall spot prices remained stable last week with no concentrated large‑scale price adjustments. Only high‑power, high‑precision and automotive‑grade resistors edged up slightly driven by raw material costs. Sufficient supplies and stable quotations are seen for standard‑value 0402/0603 resistors.
3. High‑end power inductors (TLVR, server power inductors): Supply remains tight with substantial spot premiums. Cumulative price increases for the year range from 45% to 70%, with some models seeing hikes up to 150%. Sunlord TLVR products are in mass delivery.
【Other News】1. TSMC has completed development and validation of its 1.6nm A16 process, with mass production scheduled for Q4 2026.
2. STMicroelectronics (ST) implemented its third price adjustment of the year on August 23, with extended lead times for automotive MCUs and power devices. TI and Infineon followed suit. This round of price hikes covers MCUs and analog chips.
3. Infineon has raised prices for AI server power supplies and automotive‑grade power devices by 10%‑20%.
4. Maxscend will implement new prices for all RF product lines starting September 1. Nation‑Technologies raises prices for some MCUs by 10%‑20%. Core‑Uni Integration announces Q3 price increases of 15%‑25% across MOSFETs, IGBTs, silicon carbide and analog chips.