Resource prices have climbed to historic peaks. This week, industry DDR5 memory modules saw slight price increases in line with rising costs.

As time enters the final stretch of the third quarter, after nearly three months of continuous price increases on the resource side, industry DDR5 secondary dies and embedded LP resources have risen to historic peaks. However, industry DDR5 memory modules and LP4X/5X finished products are facing demand that continues to shrink as customers' price tolerance approaches its limit. Some storage manufacturers have begun to slow resource procurement, and the state of "low demand, low stocking, low shipments" may persist for some time. Following the nearly half-year period starting from September last year, secondary dies suitable for industry DDR5 memory modules extended gains at a cumulative rate of more than 6x. After prices turned down for one month in late March, they remained flat for a sustained period, then stopped falling and rebounded at the beginning of the third quarter. The continued rise has pushed DDR5 secondary die prices to a record high. Facing rolling cost increases, industry manufacturers have raised prices for related finished products in multiple rounds, but excessively high product prices are encountering more customer resistance. Only a small number of overseas customers can still accept high prices. This week, prices for industry 8GB/16GB DDR5 memory modules rose slightly. At present, more and more PC OEMs are evaluating shifting more products to downgraded solutions to cope with cost pressure. The shift in customer demand will also make shipments more difficult, and in the future industry storage manufacturers will be more cautious in stocking high-priced resources.