Pricing

Price Analysis

Quarter-over-quarter movements, spot–contract divergence, and waterfall attribution. Spot leads contract by 1–2 quarters.

Category

QoQ % Change × Cumulative Index

Bars = quarter-over-quarter contract price move. Line = cumulative index (Q1'24 = 100). Dual axis intentional.

Source: TrendForce, DRAMeXchange contractUpdated 2026-08-31

Spot vs. Contract Divergence

Shaded gap = spot premium over contract. Modeled from contract series + next-quarter momentum; spot chip data not yet ingested.

Source: Modeled from contract series (spot ingestion pending)Updated 2026-08-31

Price Attribution Waterfall

Base Q1'24 index → per-quarter delta → current index. Actual quarters only.

Source: Derived from contract price_points