Comment by elric
3 hours ago
How much of is this is actually due to the AI hype cycle, and what's the impact of the global energy clusterfuck that is the Strait of Hormuz?
3 hours ago
How much of is this is actually due to the AI hype cycle, and what's the impact of the global energy clusterfuck that is the Strait of Hormuz?
DRAM prices were in the stratosphere late last year, pre-dating the Iran war by 4+ months.
Yeah, the prices are actually down a few pp compared to record highs recorded before the war. The war might even exert some downward pressure. It increased the cost of living, thus reducing demand for comparative luxuries like new devices. Laptop and smartphone markets are contracting heavily right now, even for devices with stable prices enabled by long-term RAM procurement.