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DDR5崩盘!商家疯狂抛售!
国芯网· 2026-03-30 04:32
Core Viewpoint - The recent sharp decline in DDR5 memory prices is attributed to panic selling by large stockpilers and a significant drop in market demand, with sales down over 60% compared to pre-November last year [2][4]. Group 1: Price Decline - DDR5 memory prices have experienced a drastic drop, with reports indicating a decrease of over 100 yuan in a single day for mainstream 16G memory sticks [4]. - The decline is primarily driven by a combination of panic selling from stockpilers and an extreme weakness in demand, as non-essential consumers have postponed purchases due to previous price hikes [4]. Group 2: Market Dynamics - The market is currently facing a supply-demand imbalance, with stockpilers who previously hoarded memory now selling off their inventory at any cost to mitigate losses [4]. - The lack of sufficient buying capacity in the market has exacerbated the downward pressure on prices, leading to a further decline in memory prices [4]. Group 3: Future Outlook - Industry analysts predict that memory prices will continue to decrease over time, although the duration of this trend is uncertain [4]. - The introduction of Google's TurboQuant memory compression algorithm, which can reportedly reduce cache memory usage to one-sixth of its original size while improving performance eightfold, may also impact future demand for memory products [4][5].