Since the second half of 2025, the memory market has witnessed a substantial price surge, particularly with DDR5 memory modules experiencing a dramatic spike. To put it into perspective, the cost of a single 256GB DDR5 server memory module has soared beyond 40,000 yuan, while the price tag for a 16GB DDR5 kit has doubled. Given that memory expenses constitute over 80% of the total cost for graphics cards, this escalation has inevitably led to an uptick in graphics card prices as well. The RTX5090 graphics card, for instance, is anticipated to retail at $5,000, marking a nearly 150% price hike. The ramifications of this memory price surge have not been confined to the graphics card sector alone; industries such as smartphones, automobiles, and PCs have also been affected, posing challenges for manufacturers like Xiaomi and NIO. In response, PC makers have adjusted their product pricing upwards, and projections indicate that global personal computer shipments will witness a 4.9% decline in 2026.
