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Memory module prices plummet sharply, with mainstream 16GB memory modules dropping over 100 yuan in a single day.
Deep Tide TechFlow message, March 30, according to a report by Sina News, since last week, memory stick prices in the market have seen a cliff-like drop. The mainstream 16G memory sticks have a maximum single-day decline of more than 100 yuan. Wholesalers generally said that this is due to large sellers who hoarded goods in the earlier period dumping them in a concentrated way. Because the price increase had been too high earlier, market sales had already fallen by more than 60% compared with before November last year, and insufficient demand intake further intensified the selling pressure.
Meanwhile, Google has released a new compression algorithm called “TurboQuant,” which can reduce the memory usage of key-value cache during large language model runtime by at least 60%. As a result, market expectations for demand for AI hardware have been adjusted downward. According to the Financial Times, affected by this, the market value of U.S. memory chip stocks has evaporated by nearly $100 billion this week; among them, Micron Technology’s stock price has cumulatively fallen by 15% since last Friday, and its market value has evaporated by more than $70 billion.