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What are the factors that lead to the price reduction of memory bars?

The recent decline in memory stick prices is mainly caused by the combination of factors such as oversupply, weak demand, technical expectations and channel selling. The price cut for consumer-grade DDR5 will be the most obvious in 2026. Oversupply: In the first quarter of 2026, the production capacity of leading DRAM manufacturers such as Samsung, SK Hynix, and Micron will be released in a concentrated manner, and DRAM production will increase by approximately 26% year-on-year; the production capacity of the second phase of the domestic Changxin Storage project will be released, and the yield rate of DDR4 will increase and the cost will be lower, further lowering prices.

Memory bar price reductions are usually driven by core factors such as changes in supply and demand relationships, capacity adjustments, upstream cost fluctuations, technology iteration and inventory pressure. Imbalance between supply and demand: When memory chip manufacturers expand their production capacity (such as new production lines being put into production) and downstream demand (such as PC and server shipments shrinking) weakens, oversupply will trigger a downward price.

The recent price cuts in memory chips are caused by the combined effects of multiple factors such as demand suppression, selling by hoarders, release of domestic production capacity, changes in AI technology expectations, cooling of the capital market, and mismatch between production and demand. Demand suppression and sales decline: In the past year, memory stick prices have increased by about five-fold, installed costs have doubled to curb non-demand purchases, terminal sales have plummeted by more than 60%, and consumers have turned to wait and see.

The price reduction of memory chips in mid-July 026 was mainly driven by multiple factors such as demand suppression, concentrated selling, improvement of domestic storage capacity, technological innovation and cooling of the capital market. Demand suppression: In the past year, the price of memory sticks has increased fivefold, and installed costs have increased significantly. Non-just-needed consumers have been on the sidelines. Terminal sales have plummeted by more than 60%. Weak demand has suppressed prices.

The memory chip price reduction in 2002 is the result of multiple factors such as oversupply, weak demand, expected technical impact, channel sell-off and early increase overdraft. Supply end: Samsung, SK Hynix, Meiguang and other head manufacturers concentrated production capacity release in the first quarter of 2026, DRAM output increased by about 26% year-on-year, domestic Changxin storage phase II volume increased DDR4 yield rate and reduced cost; global DRAM inventory increased from 3-4 weeks to 6-7 weeks, high inventory forced manufacturers to reduce prices and clear positions.

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