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Let's put it this way... prices are coming down and they are trying to blow out as much stock as they can before it dips more. YMMV but I foresee RAM and SSDs coming down another 50% in the next 6 months. I'm seeing vendors slash prices lower and lower.
Let's put it this way... prices are coming down and they are trying to blow out as much stock as they can before it dips more. YMMV but I foresee RAM and SSDs coming down another 50% in the next 6 months. I'm seeing vendors slash prices lower and lower.
does it mean the beginning of the AI bubble burst?
Let's put it this way... prices are coming down and they are trying to blow out as much stock as they can before it dips more. YMMV but I foresee RAM and SSDs coming down another 50% in the next 6 months. I'm seeing vendors slash prices lower and lower.
Unlikely.
"No. In fact, you should expect the exact opposite: RAM and SSD prices are currently surging and are projected to stay high throughout 2026.
There is no reason to expect a dramatic decrease anytime soon due to several major market factors:
**The AI Boom is Crowding Out Supply: Hyperscalers and data centers are aggressively buying up high-margin High Bandwidth Memory (HBM), server DRAM, and enterprise SSDs for AI workloads.
Manufacturer Production Shifts: Major chipmakers (like Samsung, SK Hynix, and Micron) are actively reallocating their manufacturing capacity away from consumer-grade RAM and client SSDs to meet this high-margin enterprise demand.
Conscious Supply Limits: Manufacturers are keeping overall wafer production tight and relying on manufacturing optimization rather than building massive new factories. Analysts indicate that meaningful supply relief won't arrive until new fabrication plants come online, which isn't expected until late 2027 or 2028.
If you need to upgrade your storage or memory, waiting six months will likely result in paying the same, if not more."
"No. In fact, you should expect the exact opposite: RAM and SSD prices are currently surging and are projected to stay high throughout 2026.
There is no reason to expect a dramatic decrease anytime soon due to several major market factors:
**The AI Boom is Crowding Out Supply: Hyperscalers and data centers are aggressively buying up high-margin High Bandwidth Memory (HBM), server DRAM, and enterprise SSDs for AI workloads.
Manufacturer Production Shifts: Major chipmakers (like Samsung, SK Hynix, and Micron) are actively reallocating their manufacturing capacity away from consumer-grade RAM and client SSDs to meet this high-margin enterprise demand.
Conscious Supply Limits: Manufacturers are keeping overall wafer production tight and relying on manufacturing optimization rather than building massive new factories. Analysts indicate that meaningful supply relief won't arrive until new fabrication plants come online, which isn't expected until late 2027 or 2028.
If you need to upgrade your storage or memory, waiting six months will likely result in paying the same, if not more."
Will be fun to look back and see which of these bold predictions proves true in 6 months. Regardless, glad I stocked up on enough storage to hold me down for at least the next year - before the surges.
Let's put it this way... prices are coming down and they are trying to blow out as much stock as they can before it dips more. YMMV but I foresee RAM and SSDs coming down another 50% in the next 6 months. I'm seeing vendors slash prices lower and lower.
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Unlikely. "No. In fact, you should expect the exact opposite: RAM and SSD prices are currently surging and are projected to stay high throughout 2026. There is no reason to expect a dramatic decrease anytime soon due to several major market factors: **The AI Boom is Crowding Out Supply: Hyperscalers and data centers are aggressively buying up high-margin High Bandwidth Memory (HBM), server DRAM, and enterprise SSDs for AI workloads. Manufacturer Production Shifts: Major chipmakers (like Samsung, SK Hynix, and Micron) are actively reallocating their manufacturing capacity away from consumer-grade RAM and client SSDs to meet this high-margin enterprise demand. Conscious Supply Limits: Manufacturers are keeping overall wafer production tight and relying on manufacturing optimization rather than building massive new factories. Analysts indicate that meaningful supply relief won't arrive until new fabrication plants come online, which isn't expected until late 2027 or 2028. If you need to upgrade your storage or memory, waiting six months will likely result in paying the same, if not more."
This is a good price if true. The ram and hdd makers are signing multi year contracts with pricing locked in order to get bulk orders today. Id be very interested to see prices dropped based on that. Anything is possible though.
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Let's put it this way... prices are coming down and they are trying to blow out as much stock as they can before it dips more. YMMV but I foresee RAM and SSDs coming down another 50% in the next 6 months. I'm seeing vendors slash prices lower and lower.
Dude show a source, I've seen you all over the place claiming vendor news with no sources. Giving off real my uncle works for Nintendo vibes right now.
does it mean the beginning of the AI bubble burst?
AI is here to stay, but I think they were overly optimistic with the build-out timelines. Lots of people don't want a data center near where they live and they are throwing out red tape to slow down the builds. I suspect the prices on ram and ssd will drop in price but probably not where all the enthusiasts wish they were at.
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Let's put it this way... prices are coming down and they are trying to blow out as much stock as they can before it dips more. YMMV but I foresee RAM and SSDs coming down another 50% in the next 6 months. I'm seeing vendors slash prices lower and lower.
"MacRumors reports that Apple just had its quarterly earnings call and CEO Tim Cook observed that memory costs rose during the March quarter (Q2 of its fiscal year). Moreover, Cook said that in the next (June) quarter, Apple is anticipating "significantly higher memory costs" and that from June 2026, the cost of RAM will "drive an increasing impact" on Apple's products. " - Let me put it this way: If Apple forecasts pressure from memory costs, there is no way prices are coming down for regular consumers.
As reality shows more and more that AI assumptions are just as likely to be wrong as right, this crowded trade will fizzle and those depending on it get burned. Memory will return to lower pricing. It's just a matter of time. Tulip phase will bust...
Will be fun to look back and see which of these bold predictions proves true in 6 months. Regardless, glad I stocked up on enough storage to hold me down for at least the next year - before the surges.
Micron heading towards 2 trillion market cap. In unfortunately going to guess it's the higher prediction. No indication things are cooling off yet. I went to an automation training class a month ago and 75% of the people there were working in Data centers and they were all trying to recruit for their companies.
Let's put it this way... prices are coming down and they are trying to blow out as much stock as they can before it dips more. YMMV but I foresee RAM and SSDs coming down another 50% in the next 6 months. I'm seeing vendors slash prices lower and lower.
If I am certain about this I would PUT this $1000 on sandisk etc.
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"No. In fact, you should expect the exact opposite: RAM and SSD prices are currently surging and are projected to stay high throughout 2026.
There is no reason to expect a dramatic decrease anytime soon due to several major market factors:
**The AI Boom is Crowding Out Supply: Hyperscalers and data centers are aggressively buying up high-margin High Bandwidth Memory (HBM), server DRAM, and enterprise SSDs for AI workloads.
Manufacturer Production Shifts: Major chipmakers (like Samsung, SK Hynix, and Micron) are actively reallocating their manufacturing capacity away from consumer-grade RAM and client SSDs to meet this high-margin enterprise demand.
Conscious Supply Limits: Manufacturers are keeping overall wafer production tight and relying on manufacturing optimization rather than building massive new factories. Analysts indicate that meaningful supply relief won't arrive until new fabrication plants come online, which isn't expected until late 2027 or 2028.
If you need to upgrade your storage or memory, waiting six months will likely result in paying the same, if not more."
"No. In fact, you should expect the exact opposite: RAM and SSD prices are currently surging and are projected to stay high throughout 2026.
There is no reason to expect a dramatic decrease anytime soon due to several major market factors:
**The AI Boom is Crowding Out Supply: Hyperscalers and data centers are aggressively buying up high-margin High Bandwidth Memory (HBM), server DRAM, and enterprise SSDs for AI workloads.
Manufacturer Production Shifts: Major chipmakers (like Samsung, SK Hynix, and Micron) are actively reallocating their manufacturing capacity away from consumer-grade RAM and client SSDs to meet this high-margin enterprise demand.
Conscious Supply Limits: Manufacturers are keeping overall wafer production tight and relying on manufacturing optimization rather than building massive new factories. Analysts indicate that meaningful supply relief won't arrive until new fabrication plants come online, which isn't expected until late 2027 or 2028.
If you need to upgrade your storage or memory, waiting six months will likely result in paying the same, if not more."
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