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DRAM memory prices have dropped significantly, triggering stock declines and debate over whether the AI-driven memory super cycle has peaked.
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DDR5 memory prices dropped 15-20% in March 2026, marking the first significant decline since the supply crunch began. New fab capacity, weaker PC demand, and improved yields are driving the correction
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Global DRAM prices have plummeted to multi-year lows, with DDR5 modules selling at historically low prices per GB. Overcapacity from Chinese manufacturers like CXMT, weak PC demand, and a shift in AI