Bruno Ferreira Contributor Bruno Ferreira is a contributing writer for Tom's Hardware. He has decades of experience with PC hardware and assorted sundries, alongside a career as a developer. He's obsessed with detail and has a tendency to ramble on the topics he loves. When not doing that, he's usually playing games, or at live music shows and festivals.
thestryker Apple benefits from using the same memory for all of their products so they can safely make huge buys in advance. It's also possible that LPDDR isn't seeing quite the squeeze yet that regular DDR is due to the massive scale of the market. Reply
hotaru251 Morgan Stanley believes OEMs/ODMs will eat part of the cost of the DRAM, lowering their margins, instead of just passing it all on to customers. ngl I doubt this. What are the customers gonna do? Buy it themself? People buying prebuilts arent gonna build 1 themself so they will either get nothing or they suck it up and pay whats asked regardless. Reply
thestryker hotaru251 said: ngl I doubt this. What are the customers gonna do? Buy it themself? People buying prebuilts arent gonna build 1 themself so they will either get nothing or they suck it up and pay whats asked regardless. It makes sense that they'd eat some of it right now and then slowly raise prices over time. They'll want to avoid the shock that happened on the retail market with DRAM pricing. Over time I absolutely agree they're going to want their margins back and won't be eating it long term. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/ddr5/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/ddr5/ai-led-dram-supply-crunch-reportedly-has-morgan-stanley-downgrading-major-oems-skyrocketing-memory-prices-could-erode-server-and-pc-margins#main
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