Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-12/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } 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.
Dr3ams And as long as people keep buying them at those prices, then manufacturers (fleecers) will have no motivation to lower the prices. It's a GPU repeat. Reply
bmtphoenix Dr3ams said: And as long as people keep buying them at those prices, then manufacturers (fleecers) will have no motivation to lower the prices. It's a GPU repeat. Nah. People aren't buying at the kind of volume and pace to sustain these prices on that alone. The demands from AI data centers won't last all that long. Efficiency and experience will make buying so much RAM pointless, eventually. A combination of realizing what "AI" is and/or isn't, running out of big businesses that have the money and the need for their services, and old AI customers realizing that people are still better at a lot of the things they switched to AI, will cause an abrupt halt to current demand. If we ever build real AI, then that will replace a lot of jobs and the outcome will be different. What we're experiencing now is not that. This is just a bubble built on marketing. Reply
Dr3ams bmtphoenix said: Nah. People aren't buying at the kind of volume and pace to sustain these prices on that alone. The demands from AI data centers won't last all that long. Efficiency and experience will make buying so much RAM pointless, eventually. A combination of realizing what "AI" is and/or isn't, running out of big businesses that have the money and the need for their services, and old AI customers realizing that people are still better at a lot of the things they switched to AI, will cause an abrupt halt to current demand. Something similar was said about GPUs and Mining. But, years later the prices are no where near what they were before the Mining and AI rage. Reply
ezst036 Dr3ams said: Something similar was said about GPUs and Mining. But, years later the prices are no where near what they were before the Mining and AI rage. Here's the fun question: Were those low prices incorrect, and now things are actually where they should be? Same for RAM. Its easy to stop and say that things are a bubble and AI is doing this and AI is doing that, but a market correction may have needed to take place anyways to get prices away from those low-bubble prices. Bubbles do not just pop on the high end. Bubbles also pop on the low end. Just to state it the reverse way: Simply coming in and saying that the "old" low prices are "what is correct" is an assertion without a basis. I am not asserting either one, BTW, just leaving the question open in my thoughts. Reply
thestryker ezst036 said: Were those low prices incorrect, and now things are actually where they should be? Same for RAM. Seeing as companies don't sell things at a loss all we're talking about is their margins. Leading into the most recent crypto boom nvidia had been consistently increasing their margins while board partner margins were dropping. Another important thing here is that nvidia has been optimizing silicon usage to a huge degree which allows them to offset wafer cost increases. The 3060 die is larger than the 5070 die for example so even if the wafer cost was doubled the price of the 5070 is so much higher that they are likely making a higher margin. Some price increases are certainly expected as prices across the board have gone up, but suggesting that the current state of pricing is about anything other than company profits is disingenuous. Reply
Dntknwitall So my curious mind got to thinking how fake these prices are. There is no shortage, there is only demand from one sector that should be buying ram from the same market as you or I. These prices are inflated the 3 big manufacturers only and this is just a repeat of the GPU mining crisis that inflated prices when it shouldn't have, but that was more of a scalping price inflation which this is not the case. Anyway what can we expect to be price fixed next, motherboards, CPUs, or even PC cases cause you know they all need their chunk of the pie and do a pump and dump scheme of their own, right? 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/ram/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/ram/ram-prices-show-signs-of-levelling-out-albeit-at-inflated-levels-some-modules-stabilizing-in-price-increases-on-more-performant-kits-tapering-off#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.