DRAM
Rising+10.1pp
distribution shift
SKUs856
Parts that moved
| Part number | Supplier | Signal | 7d | Price | Stock | As of |
|---|---|---|---|---|---|---|
| AS4C256M16D4-75BCN | Alliance Memory | Stock drawdown | — | $32.33 | 52 | Aug 5, 2026 |
| ASFC4G31MA-51BIN | Alliance Memory | Stock drawdown | — | $73.53 | 147 | Aug 8, 2026 |
| D1611PM3BDGVIW-U | Kingston Technology | Stock drawdown | — | $107.74 | 0 | Aug 12, 2026 |
| FEMC004G-M10 | FLEXXON Pte Ltd | Edging up | +5.8% | $55.61 | 0 | Aug 7, 2026 |
| FEMC016GTTE7-T14-18 | FLEXXON Pte Ltd | Restock | — | $86.34 | 5 | Aug 14, 2026 |
| FEMC064G-M11 | FLEXXON Pte Ltd | Edging up | +6.2% | $124.30 | 5 | Aug 7, 2026 |
| IM8G08D4GBBG-062I | Intelligent Memory | Stock drawdown | — | $52.96 | 75 | Aug 14, 2026 |
| IS34ML01G084-TLI | Integrated Silicon Solution Inc | Restock | — | $7.55 | 78 | Aug 6, 2026 |
| IS34ML04G081-TLI | Integrated Silicon Solution Inc | Stock drawdown | — | $19.28 | 105 | Jul 31, 2026 |
| IS34MW02G084-BLI | Integrated Silicon Solution Inc | Stock drawdown | — | $13.30 | 112 | Aug 6, 2026 |
| IS37SMW01G8B-JJLI | Integrated Silicon Solution Inc | Restock | — | $10.99 | 88 | Jul 23, 2026 |
| IS37SMW02G8B-JJLI | Integrated Silicon Solution Inc | Stock drawdown | — | $10.99 | 29 | Jul 23, 2026 |
| IS43LQ32256A-062BLI | Integrated Silicon Solution Inc | Restock | — | $48.38 | 1,115 | Jul 31, 2026 |
| IS43LQ32512A-046BLI | Integrated Silicon Solution Inc | Restock | — | $73.90 | 131 | Aug 4, 2026 |
| IS43QR16512A-075VBLI | Integrated Silicon Solution Inc | Restock | — | $42.55 | 136 | Aug 8, 2026 |
| IS46LQ32512A-053BLA2 | Integrated Silicon Solution Inc | Stock drawdown | — | $85.12 | 307 | Jul 29, 2026 |
| MT29F128G08AJAAAWP-ITZ-A | Micron Technology | Stock drawdown | — | $262.79 | 0 | Aug 14, 2026 |
| MT29F16G08ABACAWP-AAT:C | Micron Technology | Stock drawdown | — | $84.36 | 0 | Aug 6, 2026 |
| MT29F1G08ABBFAH4-ITE:F | Micron Technology | Restock | — | $34.27 | 1,260 | Jul 26, 2026 |
| MT29F8G01ADBFD12-AAT:F | Micron Technology | Edging up | +3.2% | $109.47 | 0 | Aug 13, 2026 |
| MT53E1G64D4HJ-046 AIT:C | Micron Technology | Restock | — | $1140.99 | 1,360 | Aug 8, 2026 |
| MX30LF1G18AC-TI | Macronix International | Stock drawdown | — | $9.90 | 19 | Aug 6, 2026 |
| W25N01GWZEIG | Winbond Electronics | Edging up | +3.0% | $13.13 | 8 | Aug 12, 2026 |
| W25N512GVEIG | Winbond Electronics | Restock | — | $9.77 | 5,164 | Aug 4, 2026 |
| W29N04GVSIAA | Winbond Electronics | Stock drawdown | — | $24.97 | 0 | Aug 2, 2026 |
Last 30 days = 2026-07-15 → 2026-08-14 (the data's own latest date, not today)
| Part number | Supplier | Signal | 7d | As of |
|---|---|---|---|---|
| AS4C256M16D4-75BCN | Alliance Memory | Stock drawdown | — | Aug 5, 2026 |
| ASFC4G31MA-51BIN | Alliance Memory | Stock drawdown | — | Aug 8, 2026 |
| D1611PM3BDGVIW-U | Kingston Technology | Stock drawdown | — | Aug 12, 2026 |
| FEMC004G-M10 | FLEXXON Pte Ltd | Edging up | +5.8% | Aug 7, 2026 |
| FEMC016GTTE7-T14-18 | FLEXXON Pte Ltd | Restock | — | Aug 14, 2026 |
| FEMC064G-M11 | FLEXXON Pte Ltd | Edging up | +6.2% | Aug 7, 2026 |
| IM8G08D4GBBG-062I | Intelligent Memory | Stock drawdown | — | Aug 14, 2026 |
| IS34ML01G084-TLI | Integrated Silicon Solution Inc | Restock | — | Aug 6, 2026 |
| IS34ML04G081-TLI | Integrated Silicon Solution Inc | Stock drawdown | — | Jul 31, 2026 |
| IS34MW02G084-BLI | Integrated Silicon Solution Inc | Stock drawdown | — | Aug 6, 2026 |
| IS37SMW01G8B-JJLI | Integrated Silicon Solution Inc | Restock | — | Jul 23, 2026 |
| IS37SMW02G8B-JJLI | Integrated Silicon Solution Inc | Stock drawdown | — | Jul 23, 2026 |
| IS43LQ32256A-062BLI | Integrated Silicon Solution Inc | Restock | — | Jul 31, 2026 |
| IS43LQ32512A-046BLI | Integrated Silicon Solution Inc | Restock | — | Aug 4, 2026 |
| IS43QR16512A-075VBLI | Integrated Silicon Solution Inc | Restock | — | Aug 8, 2026 |
| IS46LQ32512A-053BLA2 | Integrated Silicon Solution Inc | Stock drawdown | — | Jul 29, 2026 |
| MT29F128G08AJAAAWP-ITZ-A | Micron Technology | Stock drawdown | — | Aug 14, 2026 |
| MT29F16G08ABACAWP-AAT:C | Micron Technology | Stock drawdown | — | Aug 6, 2026 |
| MT29F1G08ABBFAH4-ITE:F | Micron Technology | Restock | — | Jul 26, 2026 |
| MT29F8G01ADBFD12-AAT:F | Micron Technology | Edging up | +3.2% | Aug 13, 2026 |
| MT53E1G64D4HJ-046 AIT:C | Micron Technology | Restock | — | Aug 8, 2026 |
| MX30LF1G18AC-TI | Macronix International | Stock drawdown | — | Aug 6, 2026 |
| W25N01GWZEIG | Winbond Electronics | Edging up | +3.0% | Aug 12, 2026 |
| W25N512GVEIG | Winbond Electronics | Restock | — | Aug 4, 2026 |
| W29N04GVSIAA | Winbond Electronics | Stock drawdown | — | Aug 2, 2026 |
Integrated Silicon Solution Inc
China-based
9Part number
Winbond Electronics
Taiwan, China
3Part number
Nanya
Taiwan, China
2Part number
Macronix International
Taiwan, China
1Part number
Micron Technology
International
5Part number
FLEXXON Pte Ltd
International
3Part number
Alliance Memory
International
2Part number
Kingston Technology
International
1Part number
Intelligent Memory
International
1Part number
Supply signals in Memory
Group-level and part-level movement scoped to this category. Each figure is dated.
Stock drawdown
0
units in stock
price held$262.79
Restock
5
units in stock
price held$86.34
Stock drawdown
75
units in stock
price held$52.96
Edging up
+3.2%
price, 7d
price$109.47
stock0
Edging up
+3.0%
price, 7d
price$13.13
stock8
Stock drawdown
0
units in stock
price held$107.74
AI server
Rising+42.9pp
distribution shift
SKUs31
Stock drawdown
147
units in stock
price held$73.53
Restock
1,360
units in stock
price held$1140.99
Restock
136
units in stock
price held$42.55
Edging up
+5.8%
price, 7d
price$55.61
stock0
Edging up
+6.2%
price, 7d
price$124.30
stock5
Consumer grade
Rising+10.1pp
distribution shift
SKUs437
Stock drawdown
0
units in stock
price held$84.36
Stock drawdown
19
units in stock
price held$9.90
Restock
78
units in stock
price held$7.55
Stock drawdown
112
units in stock
price held$13.30
Stock drawdown
52
units in stock
price held$32.33
Restock
131
units in stock
price held$73.90
Restock
5,164
units in stock
price held$9.77
Surging
+5.0pp
distribution shift
SKUs34
Stock drawdown
0
units in stock
price held$24.97
Automotive grade
Surging+6.7pp
distribution shift
SKUs311
SLC NAND
Rising+10.1pp
distribution shift
SKUs1,071
Restock
1,115
units in stock
price held$48.38
Stock drawdown
105
units in stock
price held$19.28
Stock drawdown
307
units in stock
price held$85.12
NAND
Rising+12.7pp
distribution shift
SKUs1,744
Restock
1,260
units in stock
price held$34.27
Surging
+26.6pp
distribution shift
SKUs805
From the articleA 69% DRAM Expansion Still Cannot Manufacture Qualification Time
+38.9pp
distribution shift
SKUs238
From the articleSLC NAND Tightness Makes Qualification Time the Scarce Resource
+26.3pp
distribution shift
SKUs350
LPDDR4
Surging+2.8pp
distribution shift
SKUs285
Restock
88
units in stock
price held$10.99
Stock drawdown
29
units in stock
price held$10.99
DDR4
Rising+24.1pp
distribution shift
SKUs191
LPDDR4X
Rising+12.6pp
distribution shift
SKUs183
Industrial grade
Rising+10.3pp
distribution shift
SKUs1,801
+22.4pp
distribution shift
SKUs136
TLC NAND
Rising+12.6pp
distribution shift
SKUs116
eMMC
Rising+13.2pp
distribution shift
SKUs201
LPDDR5
Rising+61.7pp
distribution shift
SKUs151
LPDDR5X
Rising+75.8pp
distribution shift
SKUs47
Rising
+19.8pp
distribution shift
SKUs2,612
From the articleSLC NAND Tightness Makes Qualification Time the Scarce Resource
Surging
+10.1pp
distribution shift
SKUs34
SLC NAND
Surging+21.5pp
distribution shift
SKUs1,071
Industrial grade
Surging+13.5pp
distribution shift
SKUs1,801
Surging
+7.6pp
distribution shift
SKUs2,612
From the articleSLC NAND Tightness Makes Qualification Time the Scarce Resource
Surging
Magnitude withheld — the source’s direction and its distribution shift disagree, so the number is not interpretable.
From the articleSLC NAND Tightness Makes Qualification Time the Scarce Resource
Rising
+47.0pp
distribution shift
SKUs251
From the articleSLC NAND Tightness Makes Qualification Time the Scarce Resource
NAND
Surging+14.1pp
distribution shift
SKUs1,744
Surging
+3.3pp
distribution shift
SKUs34
Rising
+45.3pp
distribution shift
SKUs60
Falling
Magnitude withheld — the source’s direction and its distribution shift disagree, so the number is not interpretable.
From the articleSLC NAND Tightness Makes Qualification Time the Scarce Resource
LPDDR5
Rising+21.5pp
distribution shift
SKUs151
LPDDR5X
Rising+31.0pp
distribution shift
SKUs47
DRAM
Rising+19.8pp
distribution shift
SKUs868
Rising
+50.7pp
distribution shift
SKUs60
+26.9pp
distribution shift
SKUs238
From the articleSLC NAND Tightness Makes Qualification Time the Scarce Resource
All parts
| Part number | Supplier | Alternatives |
|---|---|---|
| AS4C256M16D4-75BCN | Alliance Memory | |
| ASFC4G31MA-51BIN | Alliance Memory | |
| D1611PM3BDGVIW-U | Kingston Technology | |
| FEMC004G-M10 | FLEXXON Pte Ltd | |
| FEMC016GTTE7-T14-18 | FLEXXON Pte Ltd | |
| FEMC064G-M11 | FLEXXON Pte Ltd | |
| IM8G08D4GBBG-062I | Intelligent Memory | |
| IS34ML01G084-TLI | Integrated Silicon Solution Inc | |
| IS34ML04G081-TLI | Integrated Silicon Solution Inc | |
| IS34MW02G084-BLI | Integrated Silicon Solution Inc | |
| IS37SMW01G8B-JJLI | Integrated Silicon Solution Inc | |
| IS37SMW02G8B-JJLI | Integrated Silicon Solution Inc | |
| IS43LQ32256A-062BLI | Integrated Silicon Solution Inc | |
| IS43LQ32512A-046BLI | Integrated Silicon Solution Inc | |
| IS43QR16512A-075VBLI | Integrated Silicon Solution Inc | |
| IS46LQ32512A-053BLA2 | Integrated Silicon Solution Inc | |
| MT29F128G08AJAAAWP-ITZ-A | Micron Technology | |
| MT29F16G08ABACAWP-AAT:C | Micron Technology | |
| MT29F1G08ABBFAH4-ITE:F | Micron Technology | |
| MT29F8G01ADBFD12-AAT:F | Micron Technology | |
| MT53E1G64D4HJ-046 AIT:C | Micron Technology | |
| MX30LF1G18AC-TI | Macronix International | |
| W25N01GWZEIG | Winbond Electronics | |
| W25N512GVEIG | Winbond Electronics | |
| W29N04GVSIAA | Winbond Electronics | |
| NT5AD1024M8C3 | Nanya | |
| NT5AD512M16C4 | Nanya |