Memory modules are being sold off aggressively, with prices plummeting by over 500 yuan. Leading A-share storage stocks' prices have fallen sharply.

Ask AI · How Google’s TurboQuant algorithm triggers a surge in memory stick sell-offs?

Memory sticks, once viewed by scalpers and speculators as “hard currency,” are now being dumped at a frenzy on second-hand platforms and social e-commerce. Daily declines can easily reach over 100 yuan. Outsiders believe the key driver behind this sharp price drop in the spot memory stick market appears to be the new TurboQuant memory compression algorithm launched by Google last week.

The news quickly set off a wave of market revaluation logic and sparked concerns that demand for memory will fall. On March 30, data from Wind showed that many A-share storage concept stocks led the declines. Major players such as BOWEI Storage, Jiangbo Long, Zhaoyi Innovation, and Ruili Technology all fell.

According to market-tracking data, this week, several U.S. retailers rolled out broad price cuts on DDR5 memory, with the maximum discount on a single set reaching $100. On the Amazon platform, Corsair’s VENGEANCE 32GB DDR5-6400 is currently priced at about $379.99, down nearly 29% from a recent peak of around $490.

In the domestic market, on March 30, a reporter from 21st Century Business Herald checked the second-hand platform Xianyu and found that the memory stick’s average transaction price over the past 7 days fell by 50 yuan compared with the previous week, to 350 yuan; the DDR5 average transaction price fell by 20 yuan compared with the previous week, to 1,090 yuan.

On the DECHU (DeDe)潮玩 community platform, the price of a 32G DDR5 memory stick reached its peak on March 5 at about 3,699 yuan per stick. It has since pulled back to around 3,149 yuan, with a price drop of 550 yuan.