DDR5 Prices in China Face a “Complete Collapse” as Memory Markets Shift from Scarcity to Uncertainty

DDR5 and other RAM prices in mainland China fell sharply, with reports showing drops exceeding 30%.

Retail prices reportedly fell by more than 100 yuan in a single day over the weekend, prompting rapid selling.

Major memory suppliers lost substantial market capitalization after market reactions linked the move to Google's TurboQuant release.

Observers say the selloff reflects market sentiment and retailer behavior rather than confirmed easing of supply shortages.