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[News] DDR4 Kits Reportedly See Nearly 50% Discount in Promotional Sale in Japan, Hit Lowest Level Since Late 2025

What happened

Japanese retailers are selling Micron DDR4 kits at nearly 50% discounts, with 32GBx2 kits dropping below ¥40,000 for the first time since late 2025. This sharp reversal contrasts with the tight supply and high prices seen earlier in the year, although DDR5 prices remain volatile with some configurations rising. Bearish for DDR4 spot prices due to aggressive promotional pricing, while DDR5 shows mixed signals.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

DDR4DDR5
price-dropvolatilityinventory-drawdown

Source and time

Source: TrendForce · 7/1/2026 · View original source

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