Major Turnaround in the Memory Module Market in 2026: Technological Iteration and Domestic Rise Reshape Industry Pattern

 Since March 2026, the global memory module market has ended irrational fluctuations and entered a rational development stage, with mainstream models gradually returning to reasonable pricing. The release of Google's TurboQuant AI memory compression algorithm, capacity adjustment of international giants and the rise of domestic manufacturers have jointly driven market transformation.

I. Market Return: Rational Pricing Brings Benefits to Consumers

From the end of 2024 to the end of 2025, consumer-grade DRAM prices remained high, suppressing consumer demand. After March 2026, global DRAM prices returned to a reasonable range, channel inventory returned to normal, and mainstream memory models at home and abroad had affordable pricing and sufficient supply, driving the recovery of the DIY PC market.

II. Behind the Transformation: Multiple Factors Achieve Supply-Demand Balance

The rational market transformation stems from the resonance of multiple factors, with the core being the rebalancing of supply and demand. On the supply side, international storage giants diverted capacity back to consumer-grade DRAM, and domestic CXMT's second-phase project was mass-produced, with its market share rising to 14%, breaking the price monopoly. On the demand side, previous high prices suppressed consumption, and Google's TurboQuant algorithm rationalized market sentiment. On the channel side, the burst of inventory bubble promoted sound market development.

III. Technological Iteration: DDR6 Popularization and AI Reshaping Demand Logic

In 2026, DDR6 gradually became the mainstream with a penetration rate exceeding 90%, showing significant improvements in performance and power consumption compared to DDR5. Both international giants and domestic manufacturers accelerated their layout. Google's TurboQuant algorithm greatly improved memory utilization efficiency, driving AI memory demand from "quantity-driven" to "efficiency-driven", and technological innovation became the core of competition.

IV. Industry Pattern: Domestic Rise Enters a New Competition Stage

Previously, the global memory market was monopolized by three international giants. In 2026, domestic manufacturers rose, with CXMT becoming the world's fourth-largest DRAM manufacturer, and Yangtze Memory Technologies accelerating its efforts to break the monopoly. International giants focused on the high-end market, forming a new pattern of "high-end dominance and mid-to-low-end competition".

V. Future Outlook: Stable Pricing and Long-Term Positive Industry Trends

Industry expectations indicate that memory pricing will remain moderately stable in the second half of 2026, with the supply-demand balance continuing. In the long run, emerging technologies such as AI and cloud computing will drive the growth of memory demand. The popularization of DDR6 and the rise of domestic manufacturers will promote high-quality industrial development, and consumers can purchase on demand.