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File: owar.jpg (196 KB, 1902x1024)
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will the prices ever come back down to pre oct 2025 levels?
>>
maybe, but only for corporate buyers
pretty soon end consumers won't be able to buy it directly at all
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>>109514736
Why would it if companies just demand more?
>>
>>109514779
But what if the bubble pops?
>>
>>109514884
Then the entire economy and the stock market craters and everyone complaining about high chip prices will be complaining about not having jobs.
>>
>>109514884
what bubble? all of the latest quarterly reports show that there is no bubble.
>>
>>109514906
there is, when openai or anthropic goes public, they will kill their direct competitors, meaning that investors won't recoup their investments.

from an investment perspective, it makes no sense to back both companies once one goes public, because that would be investing in your loss since they both have the exact same business.
>>
File: 175894326787.png (91 KB, 304x360)
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im still waiting for those 2018 gpu prices to go down. any day now
>>
>>109515463
kek
>>
>>109514736
Nobody in taiwan is going to start Shinzo Abe'ing the memory company people so no.
>>
>>109514736
Not if everyone behaves like me.
>>
>>109515470
>kek
it's not funny when the whole world is getting fucked in the ass, and that includes (You)
>>
>>109515072
What if instead of killing each other they killed management consulting
>>
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>>109514736
No. Their profits tripled or more over night, you think they are just going to give that up.
In fact, now they have people paying through the nose for one thing, they will try to inflate something else, PSU's or something. Because it's clear governments don't give a shit about monopolies any-more.
>>
>>109514736
According to Micron Technology, aggressive price negotiations by major buyers like Apple during the 2023 market downturn forced memory margins into negative territory, which discouraged crucial investments in new manufacturing capacity and directly fueled the severe component price crisis of 2026.
>>
>>109515590
Retard
>>
>>109514736
this is odd. I still can find relatively cheap DDR4 RAM for about half the prices of DDR5 RAM.

>>109514779
>companies just demand more
do they? isn't this a limited supply issue?
>>
>>109514895
They already don't have jobs
>>
>>109514736
Of course. It's the RAM market, after all. If you've been into this hobby for a couple decades, you'll have seen multiple RAM crises. It's always the same cycles with RAM - boom, bust, boom, bust, etc.
>>
>>109518313
>If you've been into this hobby for a couple decades, you'll have seen multiple RAM crises.
I've been in it since the mid 1990s and never saw a RAM crisis before now. What are you talking about?
>>
>>109515671
Oh yeah man that totally explains -and- justifies charging $1400 for a 48GB set.
>>
>>109514736
SSD inflation is even worse
>>
AI is just the alibi. The dotcom was the alibi before. The big RAM manufacturers were caught back then. They had formed a cartel. They must have formed one again.



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