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Chinese Memory Vendors Say They're 'Doomed' as DDR Prices Plunge and Stockpiles Grow

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Key summary

2 min read
  1. A video from a Chinese media account shows a RAM vendor saying DDR prices have dived and he is stuck with large stockpiles.

  2. DDR5 retail prices have fallen by over 30% from recent highs, with the correction concentrated in consumer and retail channels.

  3. Industry sources say the sell-off is linked to softer near-term build demand while enterprise DRAM demand continues to grow.

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