Spot prices for DRAM have seen dramatic increases, particularly with 16GB DDR4 3200 modules rising to between $11 and $24. In contrast, DDR5 prices have shown unusual fluctuations, suggesting consumer behavior focusing on older technology. Major manufacturers like CXMT are reported to wind down DDR4 production, causing urgency among buyers to purchase before supply dwindles. Additionally, the end of a tariff pause may drive further preemptive buying as import costs are expected to rise. Overall, memory costs significantly impact server pricing, affecting decisions across the market.
Spot prices for 16GB DDR4 3200 modules have increased significantly, ranging from $11 to $24, while 8GB units are now between $2.80 and $8.00.
DDR5 prices fluctuated between $4.55 and $9.20, which raises questions about why buyers prioritize older DDR4 memory despite its lower performance.
Reports indicate that major memory manufacturers are planning to decrease DDR4 production, motivating buyers to purchase before availability diminishes.
The impending end of the USA's tariff pause is likely prompting buyers to stock up on memory to avoid increased costs from imports.
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