Memory chip stocks shed $100B as AI-driven shortage trade unwinds (opens in new tab)

(ft.com)

24 pointscjs_ac1mo ago4 comments

4 comments

cjs_acOP1mo ago

Full article text: https://removepaywalls.com/https://www.ft.com/content/e4e156...

pogue1mo ago

I'm guessing this is going to cause a significant RAM price drop very soon? *fingers crossed*

roxolotl1mo ago

Seems like no:

> However, analysts were not convinced this week’s sell-off was warranted. The implications for memory and computing were “neutral near term”, Morgan Stanley added, as lower AI costs would likely increase overall demand.

pogue1mo ago

Looks like it's already starting to drop. Not nearly enough, but it's a start.

DDR5 Memory Prices Just Took a Noticeable Dive for the First Time in Months, and Google’s TurboQuant Might Be Behind It https://wccftech.com/ddr5-prices-just-posted-their-first-dro...

j / k navigate · click thread line to collapse

4 comments

cjs_acOP1mo ago

Full article text: https://removepaywalls.com/https://www.ft.com/content/e4e156...

pogue1mo ago

I'm guessing this is going to cause a significant RAM price drop very soon? *fingers crossed*

roxolotl1mo ago

Seems like no:

pogue1mo ago

Looks like it's already starting to drop. Not nearly enough, but it's a start.

DDR5 Memory Prices Just Took a Noticeable Dive for the First Time in Months, and Google’s TurboQuant Might Be Behind It https://wccftech.com/ddr5-prices-just-posted-their-first-dro...

j / k navigate · click thread line to collapse