Will DDR4 prices keep falling?

Unlikely short-term—inventory clear-out phase ending, contracts rising. Rebound probable by summer if AI demand holds.

Why is DDR5 cheaper in China?

Channel distributors dumping stock amid weak local demand; 27-30% drops on 32GB kits, rippling to Amazon.

Does Google's TurboQuant kill memory demand?

Not yet—research tech, not production. Could trim inference needs 6x eventually, but training still devours DRAM.

DDR4's Epic 2,200% Surge Cracks: Spot Prices Dip 5%, First Drop in a Year

Everyone bet on endless memory price climbs fueled by AI hyperscalers. Now, DDR4 spot prices just fell 5%, the first crack in nearly a year—and it could signal the peak.

theAIcatchup Apr 10, 2026 4 min read

Chart of DDR4 and DDR5 spot price decline after 2200% rally

⚡ Key Takeaways

DDR4 spot prices fell 5% to $74.10, first drop after 2,200% yearly surge; DDR5 similar at $37.20. 𝕏
Contract prices ignore spot dip, projected 58-63% Q2 rise amid AI boom. 𝕏
Google's TurboQuant spooks stockpilers, but legacy DDR3/NAND prices still climb. 𝕏

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#AI memory demand #DDR4 prices #DDR5 market #DDR5 pricing #DRAM market #DRAM spot prices

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Originally reported by Tom's Hardware - AI

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