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Memory chip stocks shed $100B as AI-driven shortage trade unwinds
- cjs_ac 7mo agoFull article text: https://removepaywalls.com/https://www.ft.com/content/e4e15692-187e-4466-832e-ec267e792292 https://removepaywalls.com/https://www.ft.com/content/e4e156...
- pogue 7mo agoI'm guessing this is going to cause a significant RAM price drop very soon? *fingers crossed*
- roxolotl 7mo agoSeems like no: > However, analysts were not convinced this week’s sell-off was warranted. The implications for memory and computing were “neutral near term”, Morgan Stanley added, as lower AI costs would likely increase overall demand.
- pogue 7mo agoLooks like it's already starting to drop. Not nearly enough, but it's a start. DDR5 Memory Prices Just Took a Noticeable Dive for the First Time in Months, and Google’s TurboQuant Might Be Behind It https://wccftech.com/ddr5-prices-just-posted-their-first-drop-in-several-months/ https://wccftech.com/ddr5-prices-just-posted-their-first-dro...