i’m seeing some estimates stating ram prices are going to jump 400% by the end of june 2026. major price increases are inbound.

here is some of the information i’m seeing:

  1. Memory shortage deepens, extending boom for Korean chipmakers
  2. Samsung expects memory shortage to worsen through 2027 and last until 2028
  3. SK Hynix CEO sees worst memory shortage in 2027, demand to outstrip supply beyond 2030
  4. SSD and memory price to remain high at least until 2029?
  5. Micron: Memory Crunch Outpaces 20% Supply Growth
  6. Price of SSDs in 2026: why it’s a panic (and when it will calm down)
  7. The Rising Cost of RAM & SSDs: What’s Happening, Why It’s Happening AGAIN and What Comes Next
  8. Riding the AI Supercycle: Navigating the 2026 Memory & Storage Market
  9. Electronic Pricing Pressures Will Last Beyond 2026
  10. Memory’s $200B Inflection
  11. Micron Is Up 900%. Here’s Why the AI Memory Trade May Still Have Room to Run
  12. Memory & HBM
  13. Prediction: Micron Could Be the Most Important AI Stock After Nvidia
  14. Memory Will Cost Cloud Giants More Than GPUs by 2027: NVIDIA Uses That to Justify 15% Server Hike
  15. Gartner Says Surging Memory Costs Will Reduce Global PC and Smartphone Shipments in 2026

prices may never come down again.

“post consumer computing”

  • LilB0kChoy@reddthat.comEnglish
    6·
    8 hours ago

    My thought is the AI market won’t crash because especially in data engineering and devops there is an inherent worth.

    Did you see Anthropic’s IPO filing? The company is upside down and there’s so much commingling between 3 or 4 companies that when one goes the rest will topple like dominoes.

    What won’t crash are the billionaires at the top. See, they’re going to cash out with piles of money and leave the index fund investors (e.g. the every day person) holding the bag.