As the price of the stocks continues to rise, personal computer products begin to rise first。
At noon on 13 january, there were virtually no customers in the digital trading market at zhongjiang road in shanghai, and the shopkeepers ' businesses were down. It deals mainly with second-hand digital products, and there are also shops offering computer assembly services。
However, rising memory prices have had a significant impact on businesses here, with lower demand for land landings, as well as a wait-and-see attitude on the part of major traders, and a significant reduction in daily transactions。
The brain pool in xu jiaji is mainly a market for brand computers. On 13 january, journalists at the scene interacted with salesmen of multiple branded computer manufacturers, and the answer was that the price of memory, hard drives and even graphic cards was rising, and the computer price had been rising for some time。
The need for artificial intelligence to store chips “swallow” exceeded expectations, and the impact of rising prices on consumer electronics began to surface。
Memory prices have tripled, demand has decreased, but goods still exist
As a result of the blight of business, the owner of jiang (alias) is lying in his chair in his shop, talking to several colleagues about the memory of rising prices. Owing to high memory prices, his daily memory strips have been significantly reduced, and the users of the memory are indistinguishable from peak periods。
“previously, there were 100-200 pieces of memory per day and 10, 8 machines a day. But every day, there's hardly a list, no business.” according to boss jiang, the price of the 32g rdr5 memory bar was up to $2,000, three times higher than before。
Boss jiang said that prices were changing every day and that he was looking at foreign offers on the internet every day. The goods were there, but the deal was extremely small, and many were bought and bought between dealers and actually landed on fewer end-users. “now there's a computer home with a high price, and many people have chosen to delay the switch, or to choose a small memory strip, and the whole price will come down a little bit.” boss jiang said。
Another shopkeeper who participated in the chat said that when memory prices were lowest in july and august last year, memory agents pressed for delivery, but he believed that prices were expected to drop after the national day, but that prices were rising after the day。
There is also a shopkeeper who is hoarding some of the memory bars and currently enjoying the profits from the price increases. But he declined to interview journalists。
Faced with rising prices and affected businesses, the bosses felt helpless and felt that the memory price might continue to rise, but not as much as before。
"who is this tall to pick up the switch, the drop in this thing will be huge. Besides, you can't buy the chips before they went up, and now the prices are up. There must have been price control.” mr. Jiang said that the price of ddr3 was not changing much, and that the customer had chosen the ddr3 memory, which was an alternative。
The price of computers is booming
“now that memory prices, hard drive prices, graphic card prices are on the rise, the computer prices are on the rise, and we just got a machine offer of $5,199, or 4899.” according to a staff member at the hua zhui counter, pricing was largely determined by the manufacturer and was rising。
One staff member at the counter expressed the view that the cost of computers now increased by around 6 to 7 per cent. He suggested that if a computer was needed, it should be bought now, because the price would increase。
A staff member from dell also indicated that the price of dale's computer had risen by about 10 per cent and that it was likely to rise further, “it is difficult to say that the prices are now rapidly changing and are essentially synchronized with those offered online”
A chinese desk staff member indicated that the current price increase for his laptop was around $200 and that it would probably increase, but not significantly。
There is a reluctance to talk about the impact of higher prices on sales. However, the above-mentioned staff member also indicated that prices did affect sales, but that they would still be purchased if they were needed, and that the product of the off-line distribution store was now cheaper than the official guide price, but was also becoming closer to the official guide price。
Large brand manufacturers had previously announced increases in the cost of computer products because of the upward pressure placed on the cost of computer products as a result of the increased cost of storage chips。
At the end of november last year, the chief executive officer of hewlett-packard enrique lores stated that the continued surge in memory costs would eventually force companies to raise their prices and introduce low-configuration versions。
Subsequently, it was confirmed that the prices of pc products would be revised upwards. The co-executive director, hu, stated that he would be very mobile in adjusting product portfolios and sales prices, depending on market dynamics, deciding the most appropriate timing (price increases)。
Mr. Joon-sheng chen, chairman of hong zhong, pointed out that the prices of products for the first quarter of this year were different from those for the fourth quarter of last year, but that there was a real challenge to the offer for the second quarter of this year. In order to steal more of the stored products, he claimed that he had just visited micron, hoping to get more。
The chief financial officer of the united nations, winston cheng (zheng xiaoming), had previously stated that the union would try not to raise the price on the forthcoming christmas holiday, but that by 2026 the price increase would have been necessary because of the overall increase in the overall memory price level。
At the beginning of 2026, the union assumed that price adjustments had been made to various notebooks sold on its network. Of these, the medium-to-high-end model, which priced more than $5,000, has been raised by the official retail price from $500 to $1,500。
The price increases are not limited to computers, and mobile phone manufacturers feel pressure to increase the price of storage chips. On 10 january, in response to a fan, “is the himic 22 air still out there” , it was stated that the himic 22 air had cancelled the listing programme because of the significant increase in memory (price)。
Not long ago, the start-up price of millet 17 ultra was increased by $500 from the previous generation, the core cause of which was an increase in memory prices. In addition, a number of manufacturers, including red rice, iqoo, pf, oppo, have made successive price adjustments for newly released medium-end and flagship aircraft, some of which could increase by up to 20 per cent。
According to the most recent trendforce consulting survey, the first quarter of 2026 projected a general-type dram (co) as a result of large-scale transfer of advanced processes from the dram (dynamic random access memory), new capacity to servers, hbm applications to meet ai server requirements, resulting in severe supply contractions in other marketsThe contract price will increase by 55 to 60 per cent each year. Nand flash, for its part, is expected to increase contract prices by 33 to 38 per cent for various product categories because of the original plant's controlled capacity and the robust pull-out of servers from other applications. Consumer electronic memory is mainly used with dram chips, and hard drives are mainly nand flash。
According to interviews with journalists by xu jiaui, a consultant and analyst from trendforce, current cloud service providers responded to ai infrastructure needs, resulting in large-scale procurement memory in the second half of the year, and demand visibility extended to 2027, with rapid price hikes due to a lack of timely expansion of memory capacity. At the same time, the demand for consumer electronic markets is simmering, and there is a problem of soaring memory costs and shortages。
In response, xu shi jia indicated that some pcs and smartphone brands were downgraded this year, such as the transfer of laptop memory from 16 to 8gb, to save memory consumption and to seek alternative supplies from the module plant. In 2026, the pc and smartphone markets are expected to experience a year-on-year recession as a percentage lower than the median。
