Memory Tripled in Price!? Shocking PC Parts Price Surge (゚∀゚) Shortage from AI Demand

#tech#hardware#pc-parts#memory#ai
Netsuki's Talk
Netsuki
Netsuki
Memory Tripled in Price!? Shocking PC Parts Price Surge (゚∀゚) Shortage from AI Demand
Onii-chan
Onii-chan

Netsuki, PC parts are abnormally expensive lately…

Netsuki
Netsuki

Huh, what do you mean? (´∀`)

Onii-chan
Onii-chan

DDR5 memory was around 14,000 yen in October, but now it’s over 32,000 yen…

Netsuki
Netsuki

Whaaaat!? (゚∀゚)

That’s more than double!!

Wait, let me look into this!

PC Memory: Experiencing Historic Price Surge

Netsuki
Netsuki

Onii-chan, I looked into it…

This is really serious (゚∀゚)

From October to November 2025, DDR4/DDR5 memory prices jumped 3-4x!

Onii-chan
Onii-chan

3-4x…?

Netsuki
Netsuki

Here are the specific prices:

DDR5-5600 16GB×2 Kit

  • October 1: 14,700 yen

  • November 2: 32,700 yen

  • Price increase: 2.2x (゚∀゚)

Distributor Wholesale Prices (for retailers)

  • Late August lowest: Baseline price

  • Current November: 3-4x (according to shop insiders)

This is insane…💦

Onii-chan
Onii-chan

DDR4 too, right?

Netsuki
Netsuki

Yep!

DDR4 32GB×2 kit has exceeded 20,000 yen for the first time in 2 years 9 months (´∪`)

SSDs and HDDs are also rising in price…

Why Is It Surging So Much?

Netsuki
Netsuki

Onii-chan, I looked into the cause♪

In one word, it’s all AI’s fault (゚∀゚)

Onii-chan
Onii-chan

AI?

Netsuki
Netsuki

Yeah!

Large-scale AI models (like ChatGPT) need special memory called HBM, and HBM demand is surging, so manufacturers (Micron, SK hynix, SAMSUNG) are prioritizing HBM production.

Result: PC memory gets deprioritized💦

Onii-chan
Onii-chan

They focus production where demand is highest.

Netsuki
Netsuki

Furthermore, the big 3 companies stopped accepting orders for the rest of the year (゚∀゚)

Memory manufacturers are refusing new orders, so once stock runs out, that’s it…

This is causing panic buying (´∪`)

Onii-chan
Onii-chan

Perfect supply-demand imbalance…

What’s Happening in the Market?

Netsuki
Netsuki

Purchase limits have started at Akihabara shops (゚∀゚)

Signs saying “Limit 1 per customer” or “Limited stock, restocking uncertain” are increasing, and panic buying is rampant💦

Onii-chan
Onii-chan

People who really need it might not be able to buy.

Netsuki
Netsuki

True (´∪`) Shortages are tough for many people…

What’s the Future Outlook?

Onii-chan
Onii-chan

How long will this situation last?

Netsuki
Netsuki

According to market research firms, high prices are expected to continue until around March 2026 (´∪`)

After that, supply might stabilize and calm down, but whether prices return to normal is unclear as long as AI demand continues…

Buy Now or Wait?

Onii-chan
Onii-chan

What’s your take, Netsuki - should I buy now or wait?

Netsuki
Netsuki

Hmm~, tough question (´∪`)

If you need it right now, you have to buy even if it’s expensive, but if it’s not urgent, I’d recommend waiting until spring 2026

According to market research forecasts, high prices will continue until around March 2026, but might stabilize after that (´∀`)

Onii-chan
Onii-chan

I see, that’s helpful.

Netsuki’s Summary

Netsuki
Netsuki

So today we talked about the massive PC memory price surge~♪ (≧∇≦)

DDR5 memory more than doubled in a month, wholesale prices 3-4x… As a result of prioritizing HBM production for AI demand, PC memory got deprioritized.

Purchase limits have started at Akihabara shops, and panic buying is rampant (゚∀゚)

High prices are expected to continue until around spring 2026, so if you’re not in a rush, waiting is recommended♪

It’s amazing how AI technology advances are affecting even this (´∀`)

Onii-chan
Onii-chan

Netsuki, thanks for researching in detail.

I’ll wait and see for a while.

Netsuki
Netsuki

Ehehe~♪

Onii-chan, that’s a smart decision (´∀`)

When prices settle down, you might be able to buy at a good price♪

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