StatementDog | AI & Tech Supply Chains(@statementdog):DDR4 and DDR5 module prices are rising in China’s channel market, while prices for some lower-capacity embedded storage products are falling, according to CFM’s Oct. 13 market update. CFM attributes the DRAM price increases to tight chip supply and higher procurement costs. Some module suppliers are becoming more cautious about buying as PC makers resist further price hikes. During the week covered by the report, prices fell for eMMC products with capacities of 64GB or less and for 64GB UFS products. CFM cites weak demand and high customer inventories, with some buyers reselling stock. These findings reflect conditions in the spot and channel markets.

StatementDog | AI & Tech Supply Chains@statementdog

2026.10.14 18:52

DDR4 and DDR5 module prices are rising in China’s channel market, while prices for some lower-capacity embedded storage products are falling, according to CFM’s Oct. 13 market update. CFM attributes the DRAM price increases to tight chip supply and higher procurement costs. Some module suppliers are becoming more cautious about buying as PC makers resist further price hikes. During the week covered by the report, prices fell for eMMC products with capacities of 64GB or less and for 64GB UFS products. CFM cites weak demand and high customer inventories, with some buyers reselling stock. These findings reflect conditions in the spot and channel markets.