#memoryprices — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #memoryprices, aggregated by home.social.
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Memory earnings season opened with numbers that would have been typos three years ago: $61 billion in quarterly operating profit at Samsung, $41.5 billion in revenue at Micron against $9.3 billion a year earlier. Q3 contract talks point to DRAM rising another 13–30%, NAND 10–40%.
The more interesting shift is the forecast horizon. On the day of its $26.5 billion Nasdaq debut — the largest ever US listing by a foreign company — SK hynix called 2027 the worst supply year in the industry's history and said demand will outrun capacity beyond 2030. Customers reportedly asked for five to six times as much supply; some offered to buy the fab equipment outright. Meanwhile, wafer allocation keeps tilting toward HBM, leaving standard DDR4/DDR5 undersupplied and pushing buyers into the secondary market.
The full Q3 market update, including the case for skepticism about that 2030 forecast:
https://www.buysellram.com/blog/market-update-dram-contract-prices-are-set-to-jump/
#DRAM #MemoryPrices #MemoryShortage #DDR5 #DDR4 #Semiconductors #AIInfrastructure #DataCenter #ServerHardware #HBM #EnterpriseIT #ITAD
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The Q3 memory numbers are in: DRAM contracts headed up 13–30%, NAND 10–40%, depending on the forecast. Earnings season backs it up — record quarters at Samsung and Micron, with guidance still climbing. SK hynix now expects the shortage to run past 2030, with 2027 the tightest year yet. The full market update, including what it means for DDR4/DDR5 values:
https://www.buysellram.com/blog/market-update-dram-contract-prices-are-set-to-jump/
#DRAM #MemoryPrices #MemoryShortage #Semiconductors #AIInfrastructure #DataCenter #ServerHardware #tech #NAND -
The Q3 memory numbers are in: DRAM contracts headed up 13–30%, NAND 10–40%, depending on the forecast. Earnings season backs it up — record quarters at Samsung and Micron, with guidance still climbing. SK hynix now expects the shortage to run past 2030, with 2027 the tightest year yet. The full market update, including what it means for DDR4/DDR5 values:
https://www.buysellram.com/blog/market-update-dram-contract-prices-are-set-to-jump/
#DRAM #MemoryPrices #MemoryShortage #Semiconductors #AIInfrastructure #DataCenter #ServerHardware #tech #NAND -
An analyst note in early June called a mid-2026 peak for DRAM and NAND prices, and it made headlines. The actual market data is more interesting. Conventional DRAM contract prices rose 93–98% in Q1 and are still rising in Q2 — but spot buyers have started balking at higher quotes, and NAND spot trading has gone quiet. The first sign of strain isn't falling prices. It's fading demand.
https://www.buysellram.com/blog/dram-nand-prices-mid-2026/
#DRAM #NAND #DDR5 #DDR4 #MemoryPrices #Semiconductors #DataCenter #technology
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An analyst note in early June called a mid-2026 peak for DRAM and NAND prices, and it made headlines. The actual market data is more interesting. Conventional DRAM contract prices rose 93–98% in Q1 and are still rising in Q2 — but spot buyers have started balking at higher quotes, and NAND spot trading has gone quiet. The first sign of strain isn't falling prices. It's fading demand.
https://www.buysellram.com/blog/dram-nand-prices-mid-2026/
#DRAM #NAND #DDR5 #DDR4 #MemoryPrices #Semiconductors #DataCenter #technology
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An analyst note in early June called a mid-2026 peak for DRAM and NAND prices, and it made headlines. The actual market data is more interesting. Conventional DRAM contract prices rose 93–98% in Q1 and are still rising in Q2 — but spot buyers have started balking at higher quotes, and NAND spot trading has gone quiet. The first sign of strain isn't falling prices. It's fading demand.
https://www.buysellram.com/blog/dram-nand-prices-mid-2026/
#DRAM #NAND #DDR5 #DDR4 #MemoryPrices #Semiconductors #DataCenter #EnterpriseIT #SSD -
An analyst note in early June called a mid-2026 peak for DRAM and NAND prices, and it made headlines. The actual market data is more interesting. Conventional DRAM contract prices rose 93–98% in Q1 and are still rising in Q2 — but spot buyers have started balking at higher quotes, and NAND spot trading has gone quiet. The first sign of strain isn't falling prices. It's fading demand.
https://www.buysellram.com/blog/dram-nand-prices-mid-2026/
#DRAM #NAND #DDR5 #MemoryPrices #Semiconductors #DataCenter #EnterpriseIT #SSD #tech
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An analyst note in early June called a mid-2026 peak for DRAM and NAND prices, and it made headlines. The actual market data is more interesting. Conventional DRAM contract prices rose 93–98% in Q1 and are still rising in Q2 — but spot buyers have started balking at higher quotes, and NAND spot trading has gone quiet. The first sign of strain isn't falling prices. It's fading demand.
https://www.buysellram.com/blog/dram-nand-prices-mid-2026/
#DRAM #NAND #DDR5 #MemoryPrices #Semiconductors #DataCenter #EnterpriseIT #SSD #tech
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CORSAIR DDR5 SALE OFFERS TEMPORARY RESPITE AMIDST STRUCTURAL PRICE SHIFTS
Corsair offers a 25% discount on DDR5 memory until March 26, 2026. Find out if this sale helps with rising DRAM prices and AI chip demand.
#Corsair, #DDR5, #RAMSale, #TechDeals, #MemoryPrices
https://newsletter.tf/corsair-ddr5-sale-25-percent-off-until-march-2026/
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Corsair's DDR5 memory is now 25% off, but DRAM contract prices are set to jump by up to 95% this quarter. This sale is a short break from rising costs.
#Corsair, #DDR5, #RAMSale, #TechDeals, #MemoryPrices
https://newsletter.tf/corsair-ddr5-sale-25-percent-off-until-march-2026/ -
#DRAM and #NAND #memoryprices have surged over 600% in the past year, driven by #AIserver demand. This has severely impacted consumer electronics like routers and set-top boxes, with memory costs now exceeding 20% of the bill of materials for low-to-mid-end routers. https://counterpointresearch.com/en/insights/7times-memory-price-surge-threatens-telcos-broadband-router-set-topbox-supply?eicker.news #tech #media #news
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#DRAM and #NAND #memoryprices have surged over 600% in the past year, driven by #AIserver demand. This has severely impacted consumer electronics like routers and set-top boxes, with memory costs now exceeding 20% of the bill of materials for low-to-mid-end routers. https://counterpointresearch.com/en/insights/7times-memory-price-surge-threatens-telcos-broadband-router-set-topbox-supply?eicker.news #tech #media #news
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ProGrade to Increase Memory Card Prices By Up to 123% in Japan https://petapixel.com/2025/12/30/prograde-to-increase-memory-card-prices-by-up-to-123-in-japan/ #progradedigital #memoryshortage #priceincrease #memoryprices #memorycards #Industry #prograde #storage #memory #News #ssd
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ProGrade to Increase Memory Card Prices By Up to 123% in Japan https://petapixel.com/2025/12/30/prograde-to-increase-memory-card-prices-by-up-to-123-in-japan/ #progradedigital #memoryshortage #priceincrease #memoryprices #memorycards #Industry #prograde #storage #memory #News #ssd
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It's that time of the year to hate #ai companies even more. #memoryprices
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PC Memory Prices Explode as OpenAI DRAM Buying Triggers Micron to Kill “Crucial” Consumer Brand
#Hardware #DRAM #AI #SupplyChain #TechNews #Micron #OpenAI #PCBuilding #MemoryPrices #Semiconductors #Crucial #DDR5 #PCGaming #StargateProject
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PC Memory Prices Explode as OpenAI DRAM Buying Triggers Micron to Kill “Crucial” Consumer Brand
#Hardware #DRAM #AI #SupplyChain #TechNews #Micron #OpenAI #PCBuilding #MemoryPrices #Semiconductors #Crucial #DDR5 #PCGaming #StargateProject
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Average DRAM price in USD over last 18 months
https://pcpartpicker.com/trends/price/memory/
#HackerNews #AverageDRAMPrice #DRAMTrends #MemoryPrices #PCPartPicker #TechNews
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Average DRAM price in USD over last 18 months
https://pcpartpicker.com/trends/price/memory/
#HackerNews #AverageDRAMPrice #DRAMTrends #MemoryPrices #PCPartPicker #TechNews
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One AI deal rewired the global memory market. OpenAI's Stargate project locked up 40% of DRAM supply, triggering 170-280% consumer price spikes. A 64GB RAM kit now costs more than a PS5. PC builders are financing AI infrastructure—whether they chose to or not.
#AIInfrastructure #MemoryPrices
https://www.implicator.ai/the-great-ram-raid-how-one-ai-deal-broke-the-consumer-memory-market/
