Why Memory Prices Are Dropping
Why Memory Prices Are Dropping
https://wccftech.com/ddr5-prices-in-china-face-a-complete-collapse-as-memory-markets-from-shift-from-desperate-scarcity-to-sudden-uncertainty/
https://finance.yahoo.com/markets/stocks/article/micron-stock-continues-slide-despite-massive-data-center-demand-134349171.html
https://www.pcgamer.com/hardware/report-claims-openai-spending-cuts-have-hit-memory-prices-but-theres-little-evidence-right-now-of-cheaper-pc-components/
https://www.telegraph.co.uk/business/2026/03/29/openai-funding-fears-hit-memory-chip-prices/
https://videocardz.com/newz/memory-prices-are-finally-falling-ddr4-sticks-drop-by-14-in-a-single-day-in-china
https://x.com/GoogleResearch/status/2036533564158910740
30 Comments
The thumbnail makes it look like you are holding multiple fistfuls of cannabis… 😀
The supply being taken up with letters of intent is what did it. Sora can be replaced, new fabs take a while to come on line.
Let's be real here. People in my circles were aware of price increase weeks before wanna-be Tech-Tubers reported it. Same goes for SSD/NVMe. We told friends to buy what they need at given time.
Tech-Tubers think it went up because of wishful thinking, and will go down if they start reporting it is going down.
My expensive ram kit went up 3x and remains there. One I have in server is still about as expensive as at peak.
Lucrative frauds never end as easily as they start, unless higher law instance steps in. It is lucrative fraud to pretend that company is successful at doing "AI" and firing people because they are no longer needed… than to admit that their cash flow turned badly RED, and their investor demand fixup. Because if CEO admits "AI" push was bad investment and writes it down, stops burning money, it will save company, but will result in him being fired. So he fires 10~30k people, instead. And valuation stays about same.
In lucrative frauds, fake it till… everyone gaslights themselves into believing your lies.
As long as Actual Big-Tech-Bros keep pushing "AI" fraud, things will not get back to normal. And when it crashes, it will have cost of its own. Those investments are not reversible courses of actions. Same way as crypto-mining was never reversible course of action. Crypto was always complete waste of HW it run on, computational time and electricity.
The AI bubble popping won't bring the prices down.
The investments made across the board to support the bubble will still need to be paid and that paying will be done by the consumer (it already is being paid by the comsumer).
Now all RAM manufacturer gonna bow 🙇♂️ to consumers to say sorry for betraying their most loyal customers.
cause they just realized that openai had lied and never intended on buying all the ram and only did it to increase the prices to begin with
If that last chart is to be believed then the market is actually wanting to keep RAM prices high and they'll cripple the DDR4 supply to prop up the DDR5 demand. WTF.
Brings back the memories of RamDoubler in the early Mac days….
4th reason: C-level people at the companies start getting shot.
The real question is. Is this an April fools joke….
I hope all the ai companies lose money because nobody really knows how to implement it and make a profit
IT will never be back to "normal"
finally not a glaze of the bs turboquant algo which came out in april 2025
You forgot the only thing that actually causes prices to fall. Competitive pressure.
If companies narrow their market, by focusing upon a few very large customers, and rejecting their far wider, and numerous RETAIL market (e.g. Micron exiting their retail memory market with large customer base) they take on RISK. The RISK exists that some or part of this small group changes their orders, reduces current planned purchases, or can make do with lower order size, and that means immediate catastrophe. It's super risky to give up your wider retail market, even if it LOOKS like it is lucrative to go with the big A.I. outfits.
once prices go up , well they usually stay up even if the problems solved , usually there is no problem to begin with , but just fake news to raise prices ,
corporations greed has no bounds .
Exactly, dropping because complete BS. The real price is probably a 10th of what they charge.
I think that everyone is yearning so hard for the AI bubble to burst, that they see any minor change as a huge win.
Sora shutting down is nothing. It's just one less slop factory, is all. AI has way too much potential in the eyes of these companies for it to ever go away.
Image, video, and audio production, video voiceover, story writing, automation, and most of all surveillance.
These companies are feeding AI all of the user data from social media that they can to make the AI better at what it does (training it). I just don't think we are taking this seriously.
Googles ram algo will not scale. Back to business.
Due to the absurdly high prices charged by RAM companies, I will postpone my new build until RAM prices are back to 2025 levels. So these RAM companies are screwing over not only us consumers but also other PC component companies. No RAM, and I don't need a new motherboard, processor, SSD, power supply, or case either.
Let them drown in their glut of RAM and greed!!!
The other reason it could be is that the ram cartel just decided to fabricate a shortage to drive prices way up and now they can bring it back down while still making tons of money
then again, there was that manufacturer who took to the internet to claim if RAM prices went back to normal they go bankrupt – to that specific case I say, if your business is dependant on scalping to survive, you don't know how to do business and deserve to go under, I hope all their employees find better employment elsewhere.
We still need the AI bubble to pop.
I hope normal prices return, but I doubt We'll see sub $200 prices for 2×16 6000 speed anytime soon if at all. 100% up after prices bottom is still 100% up for prices to us.
Waiting for AI bubble to pop
HEY! I HAVE THAT BOOK! Great read!
The AI bubble caused a memory bubble. One small part of the latter popped, and the market corrected itself.
Ai raising funds scam trillions of dollars will just disappear
Solutions are available that can drop the cost of computer components dramatically, but that threatens silicon manufacturers' hegemony.