# Memory Market
Latest news and articles about Memory Market
Total: 6 articles found
The Memory Squeeze: Rising Component Costs Threaten to Stall Global Smartphone Production
Global smartphone production is projected to plummet by 16.2% in 2026 as surging memory costs force manufacturers to scale back. While low-cost inventory buffered the market in Q1, the exhaustion of these stocks is expected to trigger a significant industry-wide recession starting in Q2.
The Great Storage Gamble: How a Shenzhen Power Couple Won a $4.6 Billion Bet on Silicon Cycles
Shenzhen-based Demingli reported a record-breaking 3.3 billion RMB profit in Q1 2026, driven by an aggressive inventory stockpiling strategy during the industry downturn. The company successfully capitalized on the AI-driven memory shortage, turning a high-risk gamble into a massive financial windfall.
Beyond the ‘Crash’: Why the Global Memory Market Remains an AI-Driven Powder Keg
While retail memory prices are cooling after a massive rally, the correction masks a deeper supply crunch driven by AI infrastructure. With production capacity pivoting toward high-margin enterprise products, the era of cheap consumer RAM is unlikely to return before 2027.
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.
Silicon Shivers: China’s Memory Market Braces for Impact as DDR5 Prices Crater
China's retail memory market is facing a significant downturn, with DDR5 prices dropping sharply within 24 hours. This collapse, fueled by panic selling in hubs like Huaqiangbei and global supply shifts, indicates a potential end to the recent speculative bubble in consumer-grade computer hardware.
DDR5 Price Softening Signals a Shift in the Global Memory Cycle
DDR5 memory prices have dropped by 1.29% to an average of $38.167, signaling a normalization of the high-speed DRAM market. This decline, affecting both DDR4 and DDR5, suggests that supply is catching up with demand as the industry moves past early adoption phases.