Memory module prices have experienced a significant drop; the reason for the decrease is suspected to be due to suppression of demand from individual consumers.
Sina Finance News on March 30th, with the explosive demand for artificial intelligence computing power, global memory production capacity is in short supply, leading to a continuous increase in prices of related products, which has brought significant impacts to the consumer electronics industry. However, starting from last week, memory market prices have shown a noticeable decline. Merchants in Huaqiangbei Electronic World in Shenzhen, Guangdong Province, stated that starting from last Wednesday, prices of multiple memory products have been reduced. Currently, the price of a 16GB memory has decreased from around 900 yuan last week to approximately 700 yuan, and the price of a 32GB memory has also dropped by around 300 yuan. Some brands have even reduced the price of 32GB memory by 30%. Currently, more and more upstream distributors are showing increased willingness to ship, but the market has not heated up due to the decline in memory prices. Since the wave of memory price hikes started in the fourth quarter of last year, the purchasing demand of many individual consumers has been suppressed, leading them to choose lower capacity memory or turn to the second-hand market, to some extent suppressing the shipment volume of memory products. Many merchants in Huaqiangbei North indicated that the price hike last year had a significant impact on their business, with overall transaction volume decreasing, which is also the main reason for the recent decline in memory prices.
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