What specifically happened in June to set this off? It can't just be " waves hands AI/LLMs" because ChatGPT has existed for years.
> What specifically happened in June to set this off? Tariffs implemented by this administration: "Inflation has begun to show the first signs of tariff pass-through," said Ellen Zentner, chief economic strategist at Morgan Stanley Wealth Management. "While services inflation continues to moderate, the acceleration in tariff-exposed goods in June is likely the first of greater price pressures to come. The Fed will wa…
Average DRAM price in USD over last 18 months
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Re: Average DRAM price in USD over last 18 months
#102the other side of the AI bubble are a huge amount of 2nd hand parts of all kinds going to come onto the market?
Re: Average DRAM price in USD over last 18 months
#103Apple system config upgrades not looking so bad anymore
Re: Average DRAM price in USD over last 18 months
#104So, RAM outperforms stocks, gold, bitcoin, NFTs, real estate?
Re: Average DRAM price in USD over last 18 months
#105Re: Average DRAM price in USD over last 18 months
#106Apple system config upgrades not looking so bad anymore
Re: Average DRAM price in USD over last 18 months
#107I just checked my go-to stores in Europe. Holy shit. I bought a 5200-speed 16GB DDR5 kit in October for 55 eur. Now it's selling for 240 eur. The 6000-speed model is now 390 eur.
July: 172,38 € for a 2x32GB DDR5-6000 kit Best price for the same one now: 689,55 €
Re: Average DRAM price in USD over last 18 months
#108Inflation metrics seem to fail to capture the increase in leading-edge tech products of the past 18 months.
They seem to fail to capture a whole lot of things. Supposedly $1 in 2000 is worth $1.88 in 2025. So 88% inflation over the 25 years. Meanwhile the median home price has increased by 150%. Family insurance by 350%. Median college tuition by 225%. Childcare costs have risen by 200%. But sure. We can buy super cheap 65" tvs now. Hurray for us! Literal kings who lived hundreds of years ago couldn't possibly imagine a wo…
https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie
I don't exactly agree with the numbers, but I think the basic ideas are true
Re: Average DRAM price in USD over last 18 months
#109Maybe this is a "strategic inflection point" for Intel... to get back into the DRAM business?
Re: Average DRAM price in USD over last 18 months
#110Earlier quoted context omitted.
The current prices are a response to future stock, not current. It's 100% retailers price gouging with their current stock that they got for cheap because they know there will be limited stock in the near future. Asian retailers may be more honest and keep their margins the same, but will catch up in a month or two.
It's just surge pricing to manage demand, not "price gouging". Being able to buy RAM at high prices is a lot better than being unable to source it at all because everyone else is panic-hoarding.