DRAM Prices Surge 172% YoY with No Signs of Slowing Down

robj20 said:
Why have shops upped the price immediately even on in stock stuff that was surely purchased at a lower price?
Click to expand...
just like fuel at the pumps...
up like a rocket, down like a feather

replacement costs higher than current stock prices = rapid price inflation = more profit
replacement costs lower than current stock prices = average cost pricing = more profit
 
Yup market is ******

Reddit - The heart of the internet

www.reddit.com www.reddit.com

The AI-driven growth in the data center has led to a surge in demand for memory and storage. Micron has made the difficult decision to exit the Crucial consumer business in order to improve supply and support for our larger, strategic customers in faster-growing segments,” said Sumit Sadana, EVP and Chief Business Officer at Micron Technology.
Click to expand...
 
Last edited:
robj20 said:
Why have shops upped the price immediately even on in stock stuff that was surely purchased at a lower price?
Click to expand...

It's amazing people expect businesses to act in ways they almost certainly would not replicate personally.

Why would shops sell stock below market prices knowing that a lot of it would be bought with the intention to immediately resell or at least be hoarded for re sale later?
 
Caracus2k said:
It's amazing people expect businesses to act in ways they almost certainly would not replicate personally.

Why would shops sell stock below market prices knowing that a lot of it would be bought with the intention to immediately resell or at least be hoarded for re sale later?
Click to expand...
Where i work we sell based an a fixed percentage on top of manufacturing costs.
 
Rob_B said:
Are they actually selling at those prices though? I'd like to think not
Click to expand...
There are rumours that AI companies are sending out people to buy ram modules from normal supply chains to the market, like going into microcenter and asking to buy all their ram with certain specification, even though the ram is not ECC, not sure how true the rumours are but I would not put anything past them. It just seems like they are buying large supply amounts to prevent competitors from buying them although impossible to prove. They sure not making any money with losses increasing every year and not projected to make profit till 2029.

There should be an anti-trust law in there somewhere, buying large amounts of RAM when they don't even have a use for it currently. I think this is going to seriously tank pc sales, most comments on various forums and youtube channels are people putting off their purchases. I hope nobody buys, because it seems prices are increasing rapidly every 2 years and they never go back down, a new price ceiling is being pushed by these companies to maximise profits.

hell no way I am paying these prices, how can ram cost as much high end mid tier GPU???????? RAM cost more than some top CPU. GPU prices have exploded, ram prices exploded and I promise ZEN 6 next year is going to another price ceiling and so is storage and to follow power supplies and then case maker will follow suit. Remember they don't charge what is fair but what they can get away with. This pc building hobby is become so expensive that I am going to take up a Rolex watch collection instead at least it hold its value. :D
 
KompuKare said:
Wow Crucial no more!
Not the greatest but when things were equal, their RMA being in Glasgow often won out for me.
Click to expand...
Wow I am shocked Crucial and Micron are no more!

My old MSI RTX 3080 Suprim X and RTX 4080 Suprim used Micron GDDR6X chips.

Playstaton 5, Xbox Series X/S and Switch 2 consoles all used Micron RAM and NAND chips.

Most and this generation mobile phones all used Micron RAM and NAND chips.

I just found out my mobile phone Samsung Galaxy S25 used Micron RAM and NAND chips because Samsung wanted cheaper Micron RAM and NAND chips instead of their own more expensive Samsung chips.

The next few months in 2026 will be interesting to see how this will impact AMD, Apple, Nvidia, Intel, Microsoft, Nintendo, Sony, Samsung, all mobile phone, TV and PC manufacturers. Think we will need 3rd player to enter market soon as both Hynix and Samsung both could be struggle to meet massive RAM and NAND demand after February 2026 when Micron will be gone.
 
Last edited:
I wouldn't put too much faith in a rumour like that myself, no one would be buying non ECC RAM for data centre use so you don't need to buy it to stop someone else getting it.

Prices and DC demand is still crazy enough :D
 
decto said:
If there is money to be made, someone will fill the gap.... probably China

When the AI bubble bursts, Micron have no customer base and get bought out.....

Just going to take a while to play out
Click to expand...
There's no risk for them either way, all these tech companies are just state proxies at this point and will not be allowed to fail/be sold abroad. AI is already considered a key industry despite producing diddly squat of consequence. Their profits are the only thing that is private. I wouldn't be surprised if Hynix/Samsung also pull out like Micron have.
 
AMDPower said:
There are rumours that AI companies are sending out people to buy ram modules from normal supply chains to the market, like going into microcenter and asking to buy all their ram with certain specification, even though the ram is not ECC, not sure how true the rumours are but I would not put anything past them.
Click to expand...

That makes no sense, the scale is completely wrong to be door stopping retail stores. Perhaps some geeks trying to rent out GPU compute in their garage 'AI company'
Slots are precious, they would be seeking very high capacity DIMMS not random 2 x 16GB kits

Ball park, 40% of volume would be around 3 million 16GB Dimms per day
 
Tetras said:
There's no risk for them either way, all these tech companies are just state proxies at this point and will not be allowed to fail/be sold abroad. AI is already considered a key industry despite producing diddly squat of consequence. Their profits are the only thing that is private. I wouldn't be surprised if Hynix/Samsung also pull out like Micron have.
Click to expand...

Fair point on the government backing, We might see micron chips in other memory brands depending how it goes.
I'm expecting a realignment in the next year, inference needs high efficiency, low cost compute which Google is working on.

All seems to be hinged on super intelligence but I've a feeling if and when we get there we'll need pick axes and not these giga warehouses of shovels.

Still, perhaps there will be a 7090 with 96GB of HBM when they need to sell it all off
 
I need to upgrade a PC that's on its last legs (currently relegated to being a competent media server), and the plan was to build a decent games machine. I'm not sure whether to eat the prices and buy now or just nope out until 2027.
 
I bought 256GB of RAM just over a month ago but haven't installed it because my case has been stuck in customs.

Feel like a millionaire!

Now I need to decide if I scrap my build so I can have a nice Christmas or finally appreciate having a PC worth more than I ever told myself I'd pay for a PC!!
 
decto said:
That makes no sense, the scale is completely wrong to be door stopping retail stores. Perhaps some geeks trying to rent out GPU compute in their garage 'AI company'
Slots are precious, they would be seeking very high capacity DIMMS not random 2 x 16GB kits

Ball park, 40% of volume would be around 3 million 16GB Dimms per day
Click to expand...
Agreed, nobody from an AI company is going round retail stores buying RAM. I suspect these people were actually speculators, buying up RAM as an investment to sell later when prices have risen even further.
 
You must log in or register to reply here.
Back
Top Bottom