TREE NEWS reports: Spot memory prices in Shenzhen’s Huaqiangbei electronics market remain elevated despite a sharp pullback in A-share storage stocks, with some companies down more than 40%. 16GB DDR5 modules are quoted at 1,400-1,600 yuan, 32GB at over 2,000-3,000 yuan, and 1TB SSDs at 800-1,000 yuan. Prices have edged slightly off recent highs but stay near the top of their range, with traders describing a market where quotes hold firm but transactions are scarce.
Huaqiangbei Memory Prices Stay Firm Despite A-Share Storage Selloff
AI take
The divergence between firm physical quotes and a sharp equity selloff suggests the A-share move is a sentiment and positioning event rather than a physical-demand signal. Huaqiangbei's thin transaction volume alongside held quotes points to a standoff: sellers are anchored to recent highs while buyers wait. For spot-exposed traders and downstream assemblers, the key question is whether scarce trading is a pause or the start of demand erosion. Whether quotes hold once volumes return is the open question.
Generated by AI for reference only.
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