The upstream resource side has been out of stock since mid-late last month, and price increases have continued, supporting channel DDR5 memory card prices to continue to rise. At the same time, driven by some retail channel brands taking the initiative to raise prices, storage vendors generally followed suit, and DDR4 memory cards, which experienced a decline in the first quarter, began to rebound. Due to a certain price difference between overseas and domestic particles of the same volume, the corresponding finished product solutions will also have differences in pricing. In particular, overseas original D5 secondary particles have been in short supply for a long time and the price remains high. Some PC customers will have to pay a higher price to purchase the corresponding finished product solutions; in the future, upstream resources will be locked in advance to increase supply constraints, driving the price difference of domestic D5 secondary particles to continue to rise. The price difference of DDR5 memory bars in the industry where particles are produced from different original manufacturers will gradually shrink.

The upstream resource side has been out of stock since mid-late last month, and price increases have continued, supporting channel DDR5 memory card prices to continue to rise. At the same time, driven by some retail channel brands taking the initiative to raise prices, storage vendors generally followed suit, and DDR4 memory cards, which experienced a decline in the first quarter, began to rebound. Due to a certain price difference between overseas and domestic particles of the same volume, the corresponding finished product solutions will also have differences in pricing. In particular, overseas original D5 secondary particles have been in short supply for a long time and the price remains high. Some PC customers will have to pay a higher price to purchase the corresponding finished product solutions; in the future, upstream resources will be locked in advance to increase supply constraints, driving the price difference of domestic D5 secondary particles to continue to rise. The price difference of DDR5 memory bars in the industry where particles are produced from different original manufacturers will gradually shrink.