Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
TechieTwo Never waste an opportunity to exploit consumers and line your pockets with gold… 🙁 Reply
HubersPaul15 TechieTwo said: Never waste an opportunity to exploit consumers and line your pockets with gold… 🙁 The memory industry has boom and bust cycles all the time. They make a lot of money for a few years and then don’t make much or a lot of times loose moment for a few years. They just came out of a bust cycle and unfortunately AI is what is really causing it to be so bad this time. Micron has more fabs being built that they started years ago but they won’t be ready till 2028. They can’t just turn on the tap and pump more chips out cause prices go up. Capacity limits do exist. Also at the end of the day this is economics 101 supply and demand. Reply
-Fran- Hot take: when Jensen said on stage "$10K battlestations", it wasn't joking, but foreshadowing. Regards. Reply
FunSurfer TechieTwo said: Never waste an opportunity to exploit consumers and line your pockets with gold… 🙁 Never waste an opportunity to exploit consumers and line your pockets with Latinum. This must be one of the Ferengi rules of acquisition. Reply
Zaranthos Used RAM will be super cheap when the AI bubble bursts or they upgrade their hardware and try to sell off the used stuff. Reply
ezst036 HubersPaul15 said: The memory industry has boom and bust cycles all the time. Pretty much. Yet every time the price goes up everyone puts on their tinfoil hats and pretends its some grand conspiracy to rocket the prices, meanwhile once the boom/bust returns back to normal nobody accuses the DRAM companies of colluding to ensure prices fall through the floor while they are falling through the floor. Additionally, every average person investor looks at themselves as a smart buyer while everyone who refuses to invest looks at every investor as an exploiter. Some people spot the formula, everybody else acts surprised each time it occurs. Welcome to today, your new birthday – yesterday, the country nobody's ever visited. Reply
hotaru251 Zaranthos said: Used RAM will be super cheap when the AI bubble bursts or they upgrade their hardware and try to sell off the used stuff. except most of what "ai" datacenters are using isnt your normal persons ram. and by time it does pop we likely be into the DDR6 era Reply
usertests hotaru251 said: except most of what "ai" datacenters are using isnt your normal persons ram. and by time it does pop we likely be into the DDR6 era I've bought DDR4 systems throughout the DDR5 era, even an Alder Lake laptop with DDR4 a few weeks ago. I'll buy DDR5 systems in the DDR6 era (2029+) and save a lot of money. Reply
thestryker usertests said: I'll buy DDR5 systems in the DDR6 era (2029+) and save a lot of money. Only if capacity stabilizes will it be a lot cheaper. DDR5 RDIMMs aren't pin compatible with DDR5 UDIMMs which means the only way to reuse for client is a resolder job. I assume this is feasible as it eventually was for DDR4, but the question is at what point does it make financial sense. Reply
ohio_buckeye For me I’m glad I built late last year and added the 9070xt in the spring of 2025. With 32gb of ram at least I’ll be able to weather things for a while. Running a ryzen 7700 on a b650 board. I know I keep seeing the 7800x3d around 300 bucks but honestly if I’m going to upgrade the cpu, when zen 6 arrives would probably be the time to max out the cpu and maybe add another 32gb and be set for a few more years. 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/dram/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/dram/asus-msi-other-manufacturers-panic-buying-ram-stocks-while-major-memory-chipmakers-rake-in-profits-massive-demand-for-hbm-and-rdimm-for-data-centers-driving-shortage#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.