Core Viewpoint - The memory price surge in China, particularly for DDR4 and DDR5 RAM, has significantly impacted consumer purchasing behavior and overall costs in the tech market, with prices increasing dramatically since mid-2025 [2][10]. Group 1: Price Increases - Kingston's DDR4 16GB memory prices have skyrocketed from around 160 RMB in June 2025 to approximately 720 RMB by January 2026, marking a price increase of 336% [3][10]. - The cost of a mainstream Intel i5 computer has risen from 3000 RMB to about 4500 RMB due to the memory price surge, while high-end gaming setups have seen increases of 2000 RMB [3][10]. - The price of 1TB SATA solid-state drives has also increased from over 300 RMB to around 1000 RMB, reflecting a nearly 300% rise [7][10]. Group 2: Consumer Behavior Changes - Consumers, including students and young professionals, are increasingly turning to second-hand memory options due to the high prices of new components, with second-hand 16GB DDR4 memory selling for around 350 RMB, half the price of new [5][10]. - Many consumers are delaying purchases or opting for upgrades to existing systems rather than buying new machines, as seen with individuals needing to spend significantly more than initially budgeted [4][10]. - The demand for second-hand memory has surged, with sales increasing by 180% compared to the previous year, particularly among budget-conscious students [5][10]. Group 3: Market Dynamics - The price surge is attributed to a supply-demand imbalance exacerbated by increased demand for high-performance memory in AI and data centers, alongside production cuts by major manufacturers like Samsung and Micron [10][11]. - The current market conditions have led to cautious purchasing behavior among retailers, with many opting for small batch orders to avoid overstocking at high prices [7][10]. - Predictions indicate that memory contract prices may continue to rise by 30% to 50% in early 2026, with a potential gradual decline not expected until late 2026 [10][11].
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Xin Lang Cai Jing·2026-01-20 18:53