NuAxiSemiconductor trade intelligence
Memory-makers’ shares are down. Some RAM prices have eased. Blaming Google is not a good idea
What happened
Consumer-grade memory prices have reportedly eased, while Micron, Western Digital, and SanDisk shares have dropped sharply. Investors are reacting to Google's TurboQuant algorithm, fearing reduced memory demand, though TrendForce argues it will boost high-bandwidth memory usage. Bearish sentiment dominates the market.
Impact and signal
High impactImpact score: 98/100
Affected components and suppliers
Consumer-grade memoryRAM
price-easestock-dropAI-memoryTurboQuant
Source and time
Source: The Register · 3/30/2026 · View original source
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