DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight

by

DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight

Follow Tom's Hardware on Google News , or add us as a preferred source , to get our latest news, analysis, & reviews in your feeds.

Luke James is a freelance writer and journalist.\u00a0 Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.\u00a0 ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-19/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.

tennis2 Apparently TrendForce hasn't heard the news about Google's TurboQuant. (Joking of course. Their predictions were likely made before the TurboQuant announcement) Reply

gghgh tennis2 said: Apparently TrendForce hasn't heard the news about Google's TurboQuant. (Joking of course. Their predictions were likely made before the TurboQuant announcement) It won't matter, economics don't work like that, read about jevons paradox Reply

Shiznizzle gghgh said: It won't matter, economics don't work like that, read about jevons paradox Ah, yes. Economics. Where even economists themselves dont know what is going on half the time. You pull one level and three others are affected. Economics is not like math where you can predict the end result. Half the time they themselves admit a fair amount of guess work is involved in their calculations. One more issue not talked about is the artificially constrained supply of the above mentioned goods slated for price increases. If they produce less just to keep the prices as they are or force price increases then governments need to step in. How and why governments have not stepped in yet is beyond me. Maybe they are waiting for the day china turns off the rare earth tap before they really act Reply

jb27 Will Turboquant actually reduce AI RAM demand? Or will demand be sustained at current rates so that the quality of AI answers improves? And what of these letters of intent Sam Altman signed to buy up 40% of global RAM supply from SK hynix and Samsung that were not followed up by actual orders. Just another market manipulation to get rich quick? Reply

usertests jb27 said: Will Turboquant actually reduce AI RAM demand? It only affects one portion of the RAM used, and if it could turn unprofitable inference into profitable, that probably won't be a big help. But now the focus is on supply issues. Reply

80251 more good news…NOT. Maybe core memory could be made profitable again? Reply

pjmelect Does this news take into account that the demand for memory was created by the intent to buy large amounts of memory by Sam Altman of open AI which has fallen through? Reply

logainofhades Once companies stop propping up Open AI, the bubble will burst. Reply

InfiniteWeatherMan Boy, they are REALLY trying hard to get gamers into subscription based items and PCs! I for my part will resist in every shape and form from this BS if that is to occur, because this shit reeks of sub crap.. Reply

Key considerations

  • Investor positioning can change fast
  • Volatility remains possible near catalysts
  • Macro rates and liquidity can dominate flows

Reference reading

More on this site

Informational only. No financial advice. Do your own research.

Related posts:

  1. DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight
  2. DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight
  3. DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight
  4. DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight

Leave a Comment