# AI Servers

Panic at the Hub: Shenzhen’s Memory Market Cracks as Retailers Dump Stock Amidst an AI-Driven Paradox

A sharp price correction in Shenzhen's spot memory market has seen DDR5 prices drop by 30%, driven by cooling consumer demand and panic selling among retailers. Despite this retail slump, industrial contract prices continue to rise as AI server demand monopolizes manufacturing capacity, suggesting a long-term supply shortage that may last until 2027.