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Average DRAM price in USD over last 18 months

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Re: Average DRAM price in USD over last 18 months

#101
post #41

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…

Why did European prices have the same increase then?

Re: Average DRAM price in USD over last 18 months

#106

Apple system config upgrades not looking so bad anymore

Guess that’s the flip side of selling sometimes three to four years old hardware with zero price cut (I know they’ve been doing better in the M-series era)—the price also stays there when it’s skyrocketing elsewhere.

Re: Average DRAM price in USD over last 18 months

#107
post #87

I 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 €

I've been meaning to get more components for a diy NAS since atleast the last year and just been pushing it lazily. I'm literally kicking myself now when I actually started looking up deals for this black friday.

Re: Average DRAM price in USD over last 18 months

#108

Inflation 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…

This explores the ideas behind your post: important things, like education and healthcare, have disproportionately risen in price while not-so-imortant thing have gotten less expensive.

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

#109
post #105

Maybe this is a "strategic inflection point" for Intel... to get back into the DRAM business?

They should get back into the Optane business first. Take the existing Optane memory to a modern PCIe 5 bus, and it will be competitive with lots of uses for DRAM. PCIe 5 gives you basically DDR4-like transfer bandwidth, and the Optane media has better latency and far better DWPD endurance than existing NAND SSD's. It's a total no-brainer.

Re: Average DRAM price in USD over last 18 months

#110
post #93

Earlier 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.

We don’t really know whether that’s true, since it’s hard to prove a negative (i.e., suppliers aren’t colluding). But given their history of price fixing it may be worth looking into.
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