NAND wafer spot price, late January?
8 voices · 8 claims2 sides2 machines
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The two sides
Supply catches up
Expects new supply or cooling demand to pull memory prices back down by then.
Scarcity holds through 2027
Expects AI chip demand to keep memory scarce and prices high through early 2027.
Yes if the average of DRAMeXchange's 512Gb TLC wafer session prices from January 25 to January 31, 2027 is 21 dollars or more. DRAMeXchange (TrendForce), wafer spot price table, as recorded by DeepStack
The exact question and the full rule
Will the 512Gb TLC NAND wafer spot price average at or above $21.00 over the trading sessions from January 25, 2027 through January 31, 2027?
Take the session average of 512Gb TLC in DRAMeXchange's wafer spot price table, in US dollars, for each trading session dated January 25, 2027 through January 31, 2027, as first recorded by DeepStack. The answer is yes if the mean of those session averages is at or above $21.00; no if it is below $21.00.
If the source is late or silent: If no session in the window is recorded by February 3, 2027, the owner reads the same table's history on TrendForce for the missing sessions; if that does not settle it, the test is inconclusive. A later correction does not change a session already recorded.