Memory Prices Indefinitely High: SK Hynix Says Shortage Continues Through 2030 We haven't been complaining about RAM prices quite as much on the podcast
Not only do they have an interest, they are also in control of that price. And any other supplier is exactly in the same boat. When supply is lower than demand, prices go up, it’s economics 101.
Company that has a vested interest in keeping prices high says prices will remain high. Yeah, I’m not going to trust that source.
You should though.
Not only do they have an interest, they are also in control of that price. And any other supplier is exactly in the same boat. When supply is lower than demand, prices go up, it’s economics 101.
Except both CXMT is ramping up and at the same time datacenters buildouts are slowing. Supply is going up and demand is dropping. It’s economics 101.
I hope you’re right, but I’m not holding my breath.