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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Illustration depicting a Microsoft Surface Laptop with a prominent price increase tag due to RAM shortage, amid symbols of AI data centers.
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Microsoft raises prices on Surface PCs due to RAM shortage

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Microsoft has increased prices across its Surface PC lineup, with some models rising by up to $500, citing higher memory and component costs. The changes, now live on the Microsoft Store, affect current-generation hardware originally launched in 2024. Officials blame the hikes on a persistent RAM chip shortage driven by demand from AI data centers.

Apple CEO Tim Cook stated that high memory costs will significantly impact the company's business in coming quarters. He highlighted supply constraints during the latest earnings call despite strong revenue growth. The issue stems from skyrocketing RAM prices driven by AI data center demand.

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Gaming hardware prices are expected to keep climbing in the coming years due to rising component costs and other factors. Industry experts point to increased demand for RAM from AI data centers as a primary driver. They also cite tariffs, inflation, and geopolitical issues as contributing elements.

Several high-end RAM configurations for Apple's M4 Mac Mini and Mac Studio are listed as currently unavailable on the company's online store, with the base M4 Mac Mini now out of stock. Available options face shipping delays of up to 18 weeks. Experts point to a global RAM shortage driven by AI demand as a likely cause.

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