Memory prices climb 500% in 12 months

It turns out supply and demand is a thing, and can go both ways. Remember that in 2001, memory prices dropped like a rock, from $300 to $80. A ton of memory capacity came online at the same time, the market was flooded, so prices sank. The loss of revenue then hurt the memory industry.

With such profit margins, any new players entering the market will want those. This means prices are unlikely going to go down unless demand for memory vanishes, even if new suppliers come to the table.

This is "the memory shortage that no one saw coming." To the best of my knowledge, no podcasters, bloggers, or experts in AI predicted this or were sounding the alarm of a memory shortage. No one was saying pre-2025 to buy memory/data storage stocks. This goes to show how hard it is to predict. Everyone was saying to buy NVDA, which had done well from 2022-2024, and then stalled out, only to be surpassed by memory stocks like SanDisk, Western Digital, and Micron, which took many by surprise.

AI Datacenter proponents do not get to complain about this.

I hate that I am no longer certain I don’t need to buy a new machine just in case.

The fake economics of the AI sector are damaging the real economy. This is madness.

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Good. The more expensive memory is, the more everyone will be pushed into using cloud AI from hyperscalars.

They should each buy out a RAM manufacture, and make this the new normal.

It really is the best thing for AI adoption and the shareholders.

and FOR WHATTTT