On November 3, reports emerged indicating that since October, memory chip prices have been on a continuous upward trajectory. Consequently, the stock prices of several companies in the related sector have doubled. Recently, a reporter paid a visit to the bustling electronic trading hub in Huaqiangbei, Shenzhen. There, numerous computer assembly merchants reported that the terminal selling prices of DDR series memory sticks have surged, doubling over the past two weeks, and experiencing frequent price swings. In some instances, the price quoted in the morning would undergo a significant change by the afternoon. As a result, the volume of computer assemblies in certain stores has plummeted by one-third.

Dealers disclosed that while the recent sharp spike in upstream memory chip prices for memory sticks has subsided somewhat, there has still been a 5% price hike in the past two weeks. Experts have weighed in, attributing this round of memory price hikes primarily to the ongoing construction of global AI computing centers. This surge in demand for high-end memory is squeezing the production capacity of low-end memory by major manufacturers, ultimately driving up prices.