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DDR5 Prices Slide in Consumer Channels as Analysts Call a Short‑Term Reset

Analysts say the drop reflects a retail correction with server contracts holding firm.

RAM
Semiconductor chips are seen on a circuit board of a computer in this illustration picture taken February 25, 2022. REUTERS/Florence Lo/Illustration
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Overview

  • TrendForce reports sharp declines in DDR5 kit prices across the US, Europe and China, while contract pricing for server memory remains stable.
  • Shares of major memory makers, including Micron, Western Digital and SanDisk, fell more than broader markets as investors reassessed demand and supply risks.
  • Google’s TurboQuant, which claims to cut certain AI memory needs by about six times, has fueled speculation about lower future demand, though firm impacts are unproven.
  • Retail listings show discounts on popular kits, such as a 32 GB DDR5 set falling from about $500 to roughly $370, with some China prices reportedly down by 30%, yet many kits remain far above pre-2024 levels.
  • Analysts note AI data centers are set to consume about 70% of memory output in 2026 and production is concentrated among Samsung, SK Hynix and Micron, so long lead times and supply risks like helium shortages limit quick relief.