Chinese memory vendor panics as RAM prices dip

A Chinese PC parts vendor who stockpiled DRAM during high prices expressed despair after recent price drops. In a video from a warehouse filled with memory chips, the vendor questioned if prices might rise again. The declines follow AI-driven shortages but are not yet widespread.

A memory vendor in China showcased a massive warehouse of DRAM chips and parts in a video, lamenting the sudden drop in RAM prices. Translated from the clip, the vendor said: “Brothers, memory [prices] have taken a massive dive. We’re stuck with it, stuck with it. We’re doomed, we’re screwed. Is there still any chance for the price to go back up?” The video, shared by China Pulse on April 1, 2026, highlights concerns among speculators who bought heavily during the AI-fueled surge in demand from hyperscalers for datacenters and PCs. As first spotted by Wccftech, the footage underscores fears of financial losses for hoarders as supply pressures ease slightly. Some Corsair memory modules on Amazon fell from around $490 to $380, with other sticks seeing smaller reductions. These dips do not indicate the end of the broader RAM shortage caused by artificial intelligence needs. Experts link the changes partly to Google’s TurboQuant compression algorithm, which aims to cut memory use in AI workflows. While some AI specialists have questioned the technology’s claims, it has drawn attention from companies wary of over-reliance on high-cost memory. Hoarders now face pressure to sell excess stock, potentially accelerating further declines.

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Shocked customers at a PC store gaze at tripled RAM and SSD prices amid AI shortage, with server imagery in background.
Gambar dihasilkan oleh AI

Harga RAM dan memori melonjak karena kekurangan AI

Dilaporkan oleh AI Gambar dihasilkan oleh AI

Kekurangan chip RAM dan memori flash yang didorong oleh ledakan AI telah menyebabkan harga naik tiga kali lipat hanya dalam tiga bulan, menjadikannya waktu yang buruk untuk merakit atau upgrade PC. Meskipun harga GPU telah stabil, biaya yang meningkat memengaruhi SSD dan kit DDR4 serta DDR5, dengan opsi kapasitas tinggi paling terdampak. Produsen seperti Lenovo sedang menimbun komponen untuk mengurangi dampak.

Produsen memori besar seperti Samsung, SK Hynix, dan Micron melaporkan keuntungan rekor karena permintaan RAM yang melonjak didorong oleh industri AI. Harga RAM konsumen telah lebih dari empat kali lipat dalam beberapa bulan terakhir, dengan analis memprediksi kenaikan lebih lanjut pada 2026. Kebangkitan ini berasal dari persaingan untuk pasokan terbatas dan pergeseran produksi menuju jenis memori khusus AI.

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International Data Corporation (IDC) memperingatkan potensi penurunan di pasar PC, memprediksi pengiriman bisa turun 8,9 persen pada 2026 karena harga memori yang meningkat akibat permintaan AI. Produsen memori memprioritaskan komponen pusat data AI daripada elektronik konsumen, mendorong kenaikan biaya untuk PC dan smartphone. Perusahaan seperti Framework sudah menaikkan harga, dengan kenaikan lebih lanjut kemungkinan besar.

Nafsu makan yang melonjak untuk penyimpanan AI diam-diam mengacaukan pasar NAND, mendorong harga SSD menuju baseline baru yang lebih tinggi. Analis memprediksi bahwa adopsi NAND berlapis lebih tinggi dan teknologi QLC akan menghambat pertumbuhan pasokan, menyebabkan kenaikan harga yang tidak dapat dibalik.

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Korean chipmakers Samsung Electronics and SK hynix are ramping up memory production to meet surging demand from artificial intelligence (AI) servers. Industry analysts said on Sunday that production capacity is increasingly seen as a key determinant of competitiveness in the global semiconductor industry.

Asus has announced price adjustments for its gaming devices starting January 5, 2026, citing shortages driven by the AI boom. Reports indicate AMD and Nvidia will significantly raise GPU prices this year due to surging demand for components from AI data centers. These changes could delay next-generation consoles like the PlayStation 6.

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Nintendo president Shuntaro Furukawa has stated that the company is closely watching rising RAM prices and tariffs, which could potentially affect the Nintendo Switch 2's pricing. In a recent interview, Furukawa emphasized that there is no immediate impact on earnings but the situation requires ongoing attention. The executive outlined Nintendo's strategy to mitigate these economic pressures through long-term planning.

 

 

 

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