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Comment by margalabargala

16 hours ago

This is a long term good thing.

It sucks right now and will probably suck through 2027.

By 2028 or so we'll have a 50% drop in price-per-storage for these components.

11 comments

margalabargala

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palmotea  15 hours ago

> This is a long term good thing. ... By 2028 or so we'll have a 50% drop in price-per-storage for these components.

Per the op:

> and the ongoing DRAM shortage is proof of this, with memory kits costing more than double what they did just a few months ago.

> While enterprise-grade QLC SSDs would entirely power this pivot, Sandisk has already raised NAND prices by 50%, according to another DigiTimes report, after initially warning of a 10% increase two months ago.

So you're basically saying prices may return to normal in two years, and that's somehow a good thing compared to them not being inflated in the first place?

chrismorgan  16 hours ago

> By 2028 or so we'll have a 50% drop in price-per-storage for these components.

Do you mean relative to six months ago, or now? Because a lot of the prices have already more than doubled.

(I’m upset because the computer I’ve been planning to build, which three months ago would have come to around ₹90,000, is now up to ₹1,20,000 and climbing week by week, half due to price increases on the same part, half due to forced substitutions on RAM since the cheaper 32GB 6400MT/s DDR5 sticks are completely unavailable. And looking into laptops, for the first time ever I’m seeing manufacturet SODIMM or SSD upgrades being cheaper than aftermarket.)

  • walterbell  14 hours ago

    > manufacturer SODIMM or SSD upgrades being cheaper than aftermarket.

    Temporarily thanks to old stock.

andy_ppp  16 hours ago

Will the AI bubble last until 2028? I’m still unclear how AI will return even 10% of this investment in profit.

  • citrin_ru  15 hours ago

    Depending on the future you predict 10% may be a good ROI - if AI will replace humans and traditional economy will collapse all other investments will loos value even more. In such scenario you cannot save the money you only can loose less if you will make a right investment.