RAM prices expected to rise another 40-50% in Q3 2026, and then 30% more in Q4 as AI demand outpaces supply
www.techspot.com
Ethan Tan, a memory industry consultant and former Samsung China executive, told Jefferies Equity Research analysts during a recent briefing that he expects memory prices to rise...
  • hark@lemmy.worldEnglish
    9·
    28 days ago

    Just need to sign a few more multi-billion contracts of massive data centers that will totally get built out.

  • anon_8675309@lemmy.worldEnglish
    6·
    28 days ago

    Then micron is going to lose money as they have been getting businesses to lock in for 5 years.

    Yeah, I’m not sure they’re going to go up that far into the future.

    That is potentially 100s of millions that Micron left on the table.

    Who does that?

  • Encrypt-Keeper@lemmy.worldEnglish
    3·
    28 days ago

    Hetzner just raised their VPS prices for the second time in two months, 300-400%. Not sure how much more of this I can bear lol

  • Kokesh@lemmy.worldEnglish
    2·
    28 days ago

    I guess we should dog in and wait for the AI to come crashing down and all kinds of memory stuff going way down.

    • cardfire@sh.itjust.worksEnglish
      4·
      27 days ago

      My friend, I’m sorry to tell you… That’s not how this is going to go.

      After the crash, no matter how you shake it, three truths will be standing between you and affordable ram at home.

      1. None of the backlog of product that had been fabricated will be useful and adaptable for Consumer equipment. They can’t just repackage any of the HBM products to fit in our computers.

      2. Every ram manufacturer will suddenly be facing a cash flow problem as their principal (and in some cases, ONLY) accounts receivable will be dodging them and checks won’t clear.

      3. All of the equipment thst manufacterers the memory chips will need to be retooled and all of the supply chain paths to packagers and Distributors will need to be spun up and rebuilt.

      All of this hurts the memory pricing we pay at the end of the line.

  • LouNeko@lemmy.worldEnglish
    1·
    26 days ago

    Maybe the big 3 are scared that there might be a chance that they are not going to fully win the anti-trust lawsuit and are hiking the prices up, so when they eventually get slapped with a fine of 0.1% of their quarterly profits they can offload that on the customers too.