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.
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Ram and memory prices surge due to ai shortage

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A shortage of ram and flash memory chips, driven by the ai boom, has caused prices to triple in just three months, making it a poor time to build or upgrade pcs. While gpu prices have stabilized, the rising costs affect ssds and both ddr4 and ddr5 kits, with higher-capacity options hit hardest. Manufacturers like lenovo are stockpiling components to mitigate impacts.

Major memory manufacturers like Samsung, SK Hynix, and Micron are reporting record profits due to surging demand for RAM fueled by the AI industry. Prices for consumer RAM have more than quadrupled in recent months, with analysts predicting further increases in 2026. This boom stems from competition for limited supplies and shifts in production toward AI-specific memory types.

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The International Data Corporation (IDC) has warned of a potential downturn in the PC market, predicting shipments could drop by 8.9 percent in 2026 due to escalating memory prices driven by AI demands. Memory manufacturers are prioritizing AI data center components over consumer electronics, pushing up costs for PCs and smartphones alike. Companies like Framework have already raised prices, with further increases likely.

The surging appetite for AI storage is quietly upending the NAND market, pushing SSD prices toward a new, higher baseline. Analysts predict that the adoption of higher-layer NAND and QLC technologies will hinder supply growth, leading to irreversible price increases.

AI에 의해 보고됨

한국 칩 제조사인 삼성전자와 SK하이닉스가 인공지능(AI) 서버의 급증하는 수요를 충족하기 위해 메모리 생산을 확대하고 있다. 산업 분석가들은 글로벌 반도체 산업의 경쟁이 치열해짐에 따라 생산 능력이 경쟁력의 핵심 요소가 되고 있다고 밝혔다.

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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