Memory Makers Have Broken the Consumer Market
Memory Companies Have Destroyed the Consumer Market
DRAM and NAND makers like Micron, Samsung, and SK Hynix have locked 50–70% of their output into 3–5 year long-term agreements with a handful of hyperscalers, diverting supply away from consumers. The result: average 2TB NVMe SSD prices up 137%, 32GB DDR5 kits up 363%, and 64GB DDR5-6000 kits up 483% in a year. Amazon admits the shortage pushes companies to cloud. The cyclical memory market may never see a low point again.
We reluctantly raised prices I would say and we did it because we're in what I would characterize as a 100-year flood on the memory pricing with exponential increases in memory prices.
- glimshe
Should we blame this on memory companies or the AI companies bidding for memory? How should the memory companies have acted differently?
- 1shooner
An aside, this is a poorly-structured article. It's mostly screenshots of citations from other articles with no alt or any other way to actually search through what they're citing.
- eagerpace
People have the option of just not buying stuff. I sold my Tesla in 2021 for a stupid price, drove a beater for two years, and bought another new car a couple years later. Now, certainly not everyone has that luxury, but this is computers, not real estate. Prices will crash.
- Seattle3503
Could this be the opening China needs to get their foot in the door? This feels short sighted.
- jck86
The AI companies must be regulated. They are already destroying the world and the economy before they can even make an attempt at destroying humanity.
Either AI will get cheap enough and blow up and destroy the economy by eating everyone's lunch and killing off sectors left and right. Or it will become an uncontrolable weapon destroying the internet and killing off people on the battlefield. Or it will tank the economy because there may not be a way to monopolize it making the billions of investments moot leading them to their only leverage of hoarding up all the resources pricing out the competition but also destroying the industry. And maybe all of those at once.