The DRAM markets have been witnessing a rollercoaster ride for the past few quarters, notably in the post-COVID era, where demand dropped to an all-time low amid weakening consumer interest and the general market dynamics. To combat this, manufacturers were rushing towards inventory correction measures by clearing out stock through price discounts, and now, they were in a position to have a bullish stance after months of price increases.

However, the Elec reports that the markets have cooled down and DRAM and NAND pricing has dropped double-digit percentages. The report states that the analyst firm DRAMeXchange notes that DDR4 8Gb 1Gx8 modules have witnessed 17.07% to $1.7 in September, noting a drop in interest from the consumer PC markets. This is mainly due to how consumers are transitioning towards next-gen standards, which brings a slowed-down market pace for a minimal time.

Another reason behind the drop in pricing is that memory manufacturers are still in the inventory correction phase and that the older DDR4 standard is having a hard time getting sold in the markets, while DDR5 modules are quite in demand for now. While DDR5 is on its way to becoming mainstream in the industry, it still has a long way to go in terms of replacing DDR4's dominance, especially for consumers who desire low-to-mid computing performance out of their systems.

Overall, the memory markets are looking quite healthy in terms of QoQ growth, and with the debut of the AI PC hype, it is anticipated that we will witness growth in the segment, once the adoption of next-gen products increases in the markets.

By: DocMemory
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