The global DRAM memory market is facing the challenge of weak demand, causing prices to fall for three consecutive months, and the decline has expanded.According to reports, the weakening demand for terminal products such as PCs has affected DRAM prices. November 2024,The wholesale price (bulk transaction price) of the benchmark product DDR48GB is about US$1.90 each, while the price of the smaller-capacity 4GB product is about US$1.46 each. Both fell 4% from the previous month, falling for the third consecutive month, and the decline expanded from the 3% in September-October.
About 50% of DRAM memory demand comes from PCs and servers, and about 35% comes from smartphones. A person in charge of a manufacturer pointed out, "Although inventory levels have dropped, with China as the center and terminal product sales slowing down, it continues to be a buyer's market. Manufacturers seem unable to negotiate price increases with a strong stance."
In addition, the supply of HBM memory for AI, which was originally in short supply, has begun to stabilize, and prices are difficult to rise as expected by memory manufacturers.