The market generally believes that memory prices will continue to rise.

After the "memory price crash", the price has started to stabilize, with the most sought-after server memory prices showing a rising trend. On April 2nd, the reporter visited Huaqiangbei and found that consumer-level memory prices have become more stable in the past week. Currently, the short-term correction in the spot market for consumer-grade memory modules may indicate a turning point in the current trend of rising prices in the storage market. The global high-tech market research firm TrendForce believes that this wave of memory price declines is just a short-term fluctuation. Since March, the drop in DDR5 spot prices has been mainly due to weak consumer demand, convergence of spot and contract prices, and channel inventory adjustments. However, overall, the trend of memory shortages has not eased, with contract prices expected to rise in the second quarter of 2026 and continue into the second half of the year, supporting spot prices. Multiple analysis firms indicate that short-term disruptions do not change the core logic of the price increase cycle, and the tightness in memory production capacity is expected to continue until 2027 or 2028 before easing.