#memorymarket

3 posts · Last used 26d

Back to Timeline
@alexbsr2@universeodon.com · Apr 01, 2026
The DRAM market in 2026 is no longer moving as a single cycle. DDR5 prices are finally declining at the retail level, driven by weakened consumer demand, inventory liquidation, and improved AI memory efficiency. At the same time, enterprise demand continues to surge as massive AI infrastructure investments absorb global supply. This isn’t a crash—it’s a divergence: Retail prices are correcting Enterprise pricing remains elevated Structural supply pressure still exists Understanding this split is critical for making the right buy or sell decisions in today’s hardware market. https://www.buysellram.com/blog/why-ddr5-retail-prices-are-dropping-despite-the-ai-infrastructure-boom/ #DDR5 #DDR4 #MemoryMarket #DataCenter #Semiconductors #SupplyChain #PriceDrop
0
0
0
@alexbsr2@universeodon.com · Apr 01, 2026
DDR5 RAM prices are finally showing signs of relief—dropping by as much as 30% in select cases. However, this is not a true market correction, but rather a temporary fluctuation within a much larger supply crisis. Recent price dips are largely tied to emerging technologies like Google’s TurboQuant, which could reduce AI memory demand. Yet the broader reality remains unchanged: AI data centers continue to dominate DRAM supply, keeping overall availability tight and prices historically elevated. Even with recent declines, DDR5 kits are still 3–4× higher than pre-2025 levels, and inventory remains constrained. In short, what we are seeing is stabilization—not recovery. The “memory shortage era” is far from over, and volatility will likely persist through 2026 and beyond. https://www.notebookcheck.net/DDR5-RAM-prices-fall-by-as-much-as-30-but-memory-shortage-likely-far-from-over.1263431.0.html #DDR5 #RAM #MemoryMarket #AIInfrastructure #Semiconductors #TechNews #Hardware #Datacenter #AI #SupplyChain
0
0
0
@bsrtech@flipboard.social · Feb 27, 2026
PC DRAM Contract Pricing Approaches 100% QoQ Surge TrendForce’s latest forecast signals a structural price shock across the memory and storage stack. Contract pricing for PC DRAM is projected to exceed 100% QoQ, while conventional DRAM, server DRAM, NAND, and enterprise SSDs are all seeing double-digit to near-triple-digit increases. The key driver is not traditional PC demand—it is the capacity reallocation toward HBM4 and AI infrastructure, which is tightening supply for mainstream memory. For IT procurement teams, this marks a shift from cyclical pricing to allocation-driven pricing, where long-term supply agreements and OEM demand dictate availability. For organizations holding surplus DDR4/DDR5, server memory, or enterprise SSDs, the current environment represents a rare asset-recovery window as secondary market values track rising contract prices. https://www.buysellram.com/blog/trendforce-2026-update-pc-dram-prices-to-double-as-hbm4-shipments-begin/ #PCDRAM #DRAM #MemoryMarket #HBM #AIInfrastructure #ServerMemory #DataCenter #ITAssetRecovery #Semiconductor #SupplyChain #Samsung #Micron #SKHynix #technology
0
0
0

You've seen all posts