Expect RAM prices to stay high with Micron locking in deals for 5 years
13 hours ago
- #RAM prices
- #supply constraints
- #AI boom
- Micron has signed 16 five-year strategic customer agreements, signaling long-term supply constraints.
- DRAM and NAND demand exceeds supply due to AI-driven growth, with shortages expected to persist beyond 2027.
- The AI boom and supply constraints are contributing to high RAM prices, with no relief in sight soon.
- Industry trends suggest memory supply may not catch up with increasing demand even by 2028.
- Comments indicate concerns over market impacts, including potential bankruptcies and government bailouts.
- Gaming and consumer hardware are affected, with rising prices and reduced accessibility for AAA gaming.
- Discussions highlight shifts towards low-spec games, indies, and older titles due to hardware affordability issues.
- Environmental and economic worries are raised, including AI industry sustainability and possible economic downturns.