Manufacturers reportedly delaying launch of new memory modules due to massive price crunch
Before those optimistic words, Crisler shared how the DRAM crisis is similar to the tariff situation that plagued much of this year. According to him, it wasn't the tariffs themselves that were the issue, rather the volatility and, as a result, the unpredictability that was the real poison.
With memory, prices began to skyrocket due to AI demand, harboring mass hysteria among prospective buyers. That, in turn, increased current demand, which always bumps prices — RAM shortage or not — and the dominoes keep falling, to the point where we are at 4x the markup right now.
(Image credit: Tom's Hardware) Circling back to the earlier prediction, it's important to note how this so-called stability will actually materialize. We've already seen empty shelves sustained during the pandemic and crypto booms for GPUs, making it implausible to buy a new graphics card. So, if memory prices do settle, they'll still be significantly higher than before.
That being said, throughout the video, Crisler commended PC gamers as a whole for being resilient, having weathered several shortages and emerging victorious on the other end. He advises the community to: "Put your money away. Relax. Play some games. Enjoy the system you've got right now." PC gaming is not going anywhere, and even this crisis will eventually sort itself out.
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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/sapphire-rep-predicts-dram-prices-will-begin-to-stabilize-in-the-next-6-8-months-but-warns-it-may-not-be-the-prices-we-want-gpu-vendor-says-memory-crisis-is-similar-to-tariff-uncertainty#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.