In a new video shared by a Chinese media account, the current situation in the memory industry appears to be causing panic among DDR sellers, who are now 'begging' for prices to rise again.
China's DDR RAM Hoarders Are Hoping For the Prices To Climb Back Up, So That They Could Offload 'Stockpiles'
We have reported on DDR5 prices dropping aggressively across retail markets in recent times, and, interestingly, the situation in China appears to be the most surprising of all. A Chinese media account on X has shared with what appears to be a RAM vendor in the local market, who is showing his stockpile of DDR modules, and interestingly, there's a complete panic within him. According to automated translation, the vendor says memory prices have seen a "massive dive" and that they are stuck with huge memory stockpiles, with nowhere to offload them at inflated prices.
Here's what the vendor is actually saying in the video:
Brothers, memory [prices] have taken a massive dive. We're stuck with it, stuck with it. We're doomed, we're screwed. Is there still any chance for the price to go back up?
- Automated Translation
This is the broader sentiment in the retail consumer memory market, especially among hoarders who initially stocked up on DDR modules in anticipation of offloading them at higher prices. However, with the recent drop in RAM prices, the same vendors are now panicking about their stockpiles and whether they can be offloaded at the prices they initially paid. We all know what happens with the hoarder/scalper community once prices are poised to drop from their inflated levels: it creates a domino effect, with stockpilers offloading large quantities of DDR products, hoping to stay safe from the price drop.
Right now, the demand for DRAM in enterprise markets is consistently growing, and there's no chance of the growth rate slowing down, yet at the same time, the PC market has seen a more interesting phenomenon, one that we were never anticipating happening. Even in US markets, several DDR5 memory deals are emerging, with average prices down by more than 30% from the very highs. Here's what TrendForce says about this price decline:
Notably, the current correction is largely concentrated in consumer and retail markets. A listed company executive in the module business, cited by Calian Press, said the ongoing sell-off is likely linked to softer near-term build demand and downstream players accelerating inventory digestion. However, he emphasized that the pullback does not change the broader uptrend in the memory cycle, including DRAM modules.
For consumers who are curious about whether to make their RAM purchase right now or wait for price drops, well, it is a risky bet. On one end, supply chain reports indicate that DRAM demand is here to stay, yet retail paints a different picture. If we tie this drop to the recent decline in the valuation of memory makers, it is a much safer bet for the average gamer to make their DDR5 purchases right now; for those willing, they could wait a few days to see how RAM prices turn out.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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