B · Normal
[Resource prices have climbed to historical peaks This week, the industry's DDR5 memory modules have increased slightly following the increase in costs] "Science and Technology Innovation Board Daily" reported on the 15th that as time has entered the end of the third quarter, after nearly three months of continuous increase in resources, the industry's DDR5 secondary particles and embedded LP resources have risen to historical levels. However, the industry's DDR5 memory modules and LP4X/5X finished products have reached their limits due to customer price tolerance. Facing the demand for continued shrinkage, some storage manufacturers have begun to slow down resource procurement. The state of "low demand, low stocking, and low shipments" may continue for some time in the future. In the past six months since September last year, the secondary particles suitable for the industry's DDR5 memory modules have grown at a cumulative growth rate of more than 6 times. In late March, the price fell for a month and then continued to trade sideways. At the beginning of the third quarter, the price stopped falling and rebounded. The continued rise caused the price of DDR5 secondary particles to hit a record high. Faced with the rolling increase in costs, industry manufacturers have increased related finished products in stages. However, the excessively high product prices are facing more customer resistance. Only a few overseas customers can still accept the high prices. This week, the price of 8GB/16GB DDR5 memory modules in the industry increased slightly. Currently, more and more PC OEMs are evaluating switching more products to downgrade solutions to cope with cost pressures. Changes in customer demand will also make shipments more difficult. In the future, industry storage manufacturers will be more cautious about stocking up on high-priced resources. (flash market)
🕐 2026-09-15 18:52

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