RAM Prices Ease After Months of Pressure, but Retail Cuts Are Still Some Distance Away

RAM prices are finally easing after a sharp run-up that had slowed purchases from PC users, gamers, and system builders. The drop does not yet mean memory has returned to bargain territory, but it does show that the market has started to cool.

The latest movement is being driven by two main factors: distributors releasing inventory they had previously held back, and a fresh wave of caution triggered by Google’s new memory-compression technology. According to DigiTimes data, the spot price of 16 GB DDR4 RAM has fallen by about 5 percent over the past month to around 74.10 dollars, marking the first monthly decline since February.

Inventory is moving out of warehouses

Pressure has been strongest from distributors, especially in China, where previously stockpiled RAM is now being pushed back into circulation. That shift began while prices were still elevated, but demand is no longer strong enough to absorb supply at the same pace.

Retail demand from home PC buyers has softened, while smaller vendors have also struggled to take in expensive components. In that environment, some distributors appear to prefer selling at a lower price rather than holding inventory longer and facing a deeper drop later.

The effect has been visible across distribution channels and retail routes in China, including marketplaces such as Amazon. Tom’s Hardware reported that several 32GB DDR5 memory kits on the China market fell by as much as 30 percent, while 8GB and 16GB DDR4 modules dropped by up to 25 percent.

Google’s TurboQuant added another layer of pressure

A second source of weakness came from Google’s TurboQuant announcement at the end of March. The technology is designed to reduce cache memory usage by up to six times when running large language models, or LLMs.

That claim was enough to shift market sentiment. Investors and stockpilers began to worry that demand from hyperscalers and other large data centers could ease if the technology reaches mass production.

In the memory market, expectations often move faster than physical shipments. When inventories are already high, even a change in outlook can push sellers to release stock earlier, which can weigh on spot prices.

DDR5 is also weakening, but the retail picture is different

The easing is not limited to DDR4. DigiTimes data also shows 16 GB DDR5 RAM falling to around 37.20 dollars, which indicates that the correction is affecting both major memory generations.

Even so, lower spot prices do not automatically translate into cheaper products on store shelves. Spot prices reflect direct daily trading in the open market, while major manufacturers usually buy through longer-term contracts.

Because of that structure, OEM pricing tends to move more slowly than spot-market changes. In many cases, contract prices remain firm even when free-market prices have already started to soften.

Why the market is not calling this a cheap-memory era yet

The current decline should not be read as a full return to low-cost RAM. TrendForce research suggests that memory prices in the contract market may still rise, with conventional DRAM projected to climb by 58 to 63 percent.

The outlook for NAND Flash also remains elevated, with prices expected to increase by 70 to 75 percent in the second quarter of 2026. That shows pressure in one part of the market does not automatically erase upward risk in another, especially when demand from corporations and data centers remains large.

For consumers planning a RAM upgrade or a new PC build, especially with DDR5, the recent spot-price correction is worth watching. The key divide between open-market pricing and contract pricing means that what happens on memory exchanges may not show up at retail at the same speed.

Source: tekno.kompas.com

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