As time comes to an end of the third quarter, after nearly three months of continuous growth on the resource side, the industry's DDR5 secondary particle and embedded LP resources have risen to an all-time peak, but the industry's DDR5 memory cards and LP4X/5X finished products have reached the limit due to customer price tolerance. Facing continuous shrinking demand, some storage vendors have begun to slow down resource procurement. The state of “low demand, low preparation, and low shipment” may continue for some time in the future. Following nearly half a year since September of last year, secondary particles suitable for DDR5 memory cards in the industry have been increasing at a cumulative rate of more than 6 times. Prices continued to trade sideways after falling for a month in late March, and prices stopped falling and rebounding at the beginning of the third quarter. Continued rise caused the price of DDR5 secondary particles to reach a record high. Faced with rolling increases in costs, industry manufacturers have gradually raised related finished products, but the price of products that are too high is being resisted by more customers. Only a few overseas customers can still accept the high price. The price of 8GB/16GB DDR5 memory cards in the industry increased slightly this week. Currently, more and more PC OEMs are evaluating more products to downgrade solutions to deal with cost pressure. Changes in customer demand will also make shipping more difficult, and future industry storage vendors will also be more careful about stocking high-priced resources.

As time comes to an end of the third quarter, after nearly three months of continuous growth on the resource side, the industry's DDR5 secondary particle and embedded LP resources have risen to an all-time peak, but the industry's DDR5 memory cards and LP4X/5X finished products have reached the limit due to customer price tolerance. Facing continuous shrinking demand, some storage vendors have begun to slow down resource procurement. The state of “low demand, low preparation, and low shipment” may continue for some time in the future. Following nearly half a year since September of last year, secondary particles suitable for DDR5 memory cards in the industry have been increasing at a cumulative rate of more than 6 times. Prices continued to trade sideways after falling for a month in late March, and prices stopped falling and rebounding at the beginning of the third quarter. Continued rise caused the price of DDR5 secondary particles to reach a record high. Faced with rolling increases in costs, industry manufacturers have gradually raised related finished products, but the price of products that are too high is being resisted by more customers. Only a few overseas customers can still accept the high price. The price of 8GB/16GB DDR5 memory cards in the industry increased slightly this week. Currently, more and more PC OEMs are evaluating more products to downgrade solutions to deal with cost pressure. Changes in customer demand will also make shipping more difficult, and future industry storage vendors will also be more careful about stocking high-priced resources.