TrendForce(@trendforce):【Weak Demand, High Inventories at Module Houses Weigh on NAND; 512Gb TLC Spot Prices Fall Nearly 3%】 Transaction volumes remain sluggish in the spot market, as the largest buyer, module houses, continue to face weak demand and elevated inventory levels. Sellers have come to realize that even offering price concessions may not generate additional demand, causing prices to stay in a consolidation phase with limited movement. Spot prices of 512Gb TLC wafers dropped by 2.90% this week (October 5), arriving at US$18.833. 📷 Related news: https://t.co/d1tYF6SlNz 🔗 📷 For more on #NAND Price: https://t.co/2tMXrV7vSU 🔗

2026.10.07 06:00

【Weak Demand, High Inventories at Module Houses Weigh on NAND; 512Gb TLC Spot Prices Fall Nearly 3%】 Transaction volumes remain sluggish in the spot market, as the largest buyer, module houses, continue to face weak demand and elevated inventory levels. Sellers have come to realize that even offering price concessions may not generate additional demand, causing prices to stay in a consolidation phase with limited movement. Spot prices of 512Gb TLC wafers dropped by 2.90% this week (October 5), arriving at US$18.833. 📷 Related news: 🔗 📷 For more on #NAND# Price: 🔗

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