DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

erek said:

"DDR5 laptop memory prices surge 6X in 12 months — Schenker raises laptop prices and warns shortage will last through 2027, other components also on the rise​

​

XMG expects DRAM and NAND supply to remain tight through next year and beyond."

https://www.tomshardware.com/laptop...nt-costs-are-rising-too-announces-price-hikes
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Good thing I collected a lot of DDR5 SODIMM's in the past. I'm using almost all of them with my DDR5 SODIMM adapters. You'd be lucky to find 2x8GB under $170 used on eBay.
 

“Kingston Retains No. 1 Position in Global DRAM Module Market​

PRESS RELEASE by Nomad76 Today, 09:14 Discuss (0 Comments)
Kingston Technology Company, Inc., a world leader in memory products and technology solutions, today announced it has been ranked the top third-party DRAM module supplier in the world, according to the latest rankings by revenue from analyst firm TrendForce. Kingston retains its number 1 position with an estimated 62% market share.

TrendForce reported that the global DRAM module market generated approximately $21.2 billion in revenue in 2025, representing a 59% YoY increase and a significant acceleration from the 7% growth recorded in 2024. The market's expansion was driven by rising DRAM prices and stronger shipment volumes during the second half of the year. According to the report, Kingston's revenue grew 48% YoY in 2025, reinforcing its leadership position in a market where the top five DRAM module suppliers accounted for 77% of total revenue. Kingston alone represented nearly two-thirds of the market.“
 
erek said:

“Kingston Retains No. 1 Position in Global DRAM Module Market​

PRESS RELEASE by Nomad76 Today, 09:14 Discuss (0 Comments)
Kingston Technology Company, Inc., a world leader in memory products and technology solutions, today announced it has been ranked the top third-party DRAM module supplier in the world, according to the latest rankings by revenue from analyst firm TrendForce. Kingston retains its number 1 position with an estimated 62% market share.

TrendForce reported that the global DRAM module market generated approximately $21.2 billion in revenue in 2025, representing a 59% YoY increase and a significant acceleration from the 7% growth recorded in 2024. The market's expansion was driven by rising DRAM prices and stronger shipment volumes during the second half of the year. According to the report, Kingston's revenue grew 48% YoY in 2025, reinforcing its leadership position in a market where the top five DRAM module suppliers accounted for 77% of total revenue. Kingston alone represented nearly two-thirds of the market.“
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“Montage Technology Announces Mass Production of Gen 5 DDR5 Register Clock Driver​

PRESS RELEASE by Nomad76 Today, 08:34 Discuss (0 Comments)
Montage Technology today announced the mass production of its Gen 5 DDR5 Register Clock Driver (RCD05). Designed for high-performance DDR5 RDIMM memory modules, the RCD05 addresses the growing demand from data centers, AI servers, and other applications for memory systems with higher bandwidth and greater reliability.

Compliant with the JEDEC DDR5RCD05 specification, the RCD05 supports data rates of up to 8000 MT/s, an approximately 11% increase over the previous-generation RCD04, providing greater memory bandwidth for next-generation server platforms. The RCD05 integrates a high-performance, low-jitter PLL clock driver circuit and supports key features including continuous-time linear equalization (CTLE) and ZQ calibration, helping improve signal integrity and stability for high-speed signal transmission.“
 

“Innodisk Launches DDR5 8000 RDIMM for Edge AI and High-Performance Computing​

PRESS RELEASE by btarunr Today, 06:55 Discuss (1 Comment)
Innodisk, a leading global AI solution provider, today announced the launch of its new industrial-grade DDR5-8000 RDIMM, expanding its DDR5 portfolio for compute-intensive applications such as edge AI and enterprise servers. Delivering industry-leading data transfer speeds of 8000 MT/s, 11.1% higher than the previous generation, the module addresses growing memory bandwidth requirements while enhancing signal integrity and transmission reliability, enabling system developers to achieve higher performance and stability in next-generation designs.

As AI models grow in scale and complexity, the efficient movement of massive datasets becomes increasingly critical to system performance. The DDR5 8000 RDIMM raises data transfer speeds to 8000 MT/s and offers capacities ranging from 16 GB to 64 GB, supporting applications such as large language models (LLMs), generative AI, digital twins, and telehealth. Additionally, it improves data throughput for demanding workloads, while its registered ECC architecture enhances signal quality and error correction for more reliable AI processing.“
 
erek said:

“Montage Technology Announces Mass Production of Gen 5 DDR5 Register Clock Driver​

PRESS RELEASE by Nomad76 Today, 08:34 Discuss (0 Comments)
Montage Technology today announced the mass production of its Gen 5 DDR5 Register Clock Driver (RCD05). Designed for high-performance DDR5 RDIMM memory modules, the RCD05 addresses the growing demand from data centers, AI servers, and other applications for memory systems with higher bandwidth and greater reliability.

Compliant with the JEDEC DDR5RCD05 specification, the RCD05 supports data rates of up to 8000 MT/s, an approximately 11% increase over the previous-generation RCD04, providing greater memory bandwidth for next-generation server platforms. The RCD05 integrates a high-performance, low-jitter PLL clock driver circuit and supports key features including continuous-time linear equalization (CTLE) and ZQ calibration, helping improve signal integrity and stability for high-speed signal transmission.“
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“Montage Technology Announces Mass-Production of DDR5-9200 Clock Driver (CKD)​

PRESS RELEASE by Nomad76 Today, 10:32 Discuss (4 Comments)
Montage Technology announced the mass-production of its DDR5 Clock Driver Plus (CK01P), designed to deliver stable and reliable clocking for next-generation client memory modules.

Compliant with the JEDEC DDR5CKD01 clock driver specification, the CK01P primarily targets next-generation client memory modules, including DDR5 CUDIMM, CSODIMM, CQDIMM, and CAMM and supports data rates of up to 9200 MT/s. The CK01P supports three clock operating modes—single PLL, dual PLL, and PLL bypass—to accommodate a wide range of system requirements. Featuring a zero-phase-delay clock architecture, the device supports programmable per-channel delay and allows output characteristics to be configured through control registers, enabling flexible adaptation to different DIMM network topologies. In addition, unused clock outputs can be disabled to further reduce power consumption.“
 
erek said:
“So, are RAM prices expensive these days?In 1995, each of these 128MB 72pin EDO RAM kits would have cost you: $6,780 the equivalent to $14,903 today!”
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Can't view X at work. Assuming that was 4x32GB (which "feels" like the largest capacity single stick in 1995), the equivalent kit today would be a 4x512GB kit - which runs about $20K. Still a bit pricey, but not as far off as I would have thought!
 
erek said:
“So, are RAM prices expensive these days?In 1995, each of these 128MB 72pin EDO RAM kits would have cost you: $6,780 the equivalent to $14,903 today!”

https://x.com/gammitin/status/2105046713278902693/photo/1
Click to expand...

To be fair, everything PC related was much more expensive back then for a variety of different reasons. I remember when a plasma TV cost more than a new car, and yet now you can get a flatscreen LCD or OLED TV for a few hundred to a few thousand. Manufacturing technologies have improved so much that computing costs should be relatively in decline, demand spikes notwithstanding.
 
erek said:
“So, are RAM prices expensive these days?In 1995, each of these 128MB 72pin EDO RAM kits would have cost you: $6,780 the equivalent to $14,903 today!”

https://x.com/gammitin/status/2105046713278902693/photo/1
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By 1997, those kits probably cost more like $800 in 90s dollars. Reason I know this is because that's exactly what I paid for them in 1997. Early adopters almost always subsidize the cost for new tech, paving the way of affordability for us peons.

Except for maybe RDRAM. That shit was expensive no matter what year we're in.
 

“AI Server Demand Sustains Memory Contract Price Increases in 4Q26, While Consumer-Side Pressure Persists​

PRESS RELEASE by TheLostSwede Today, 05:44 Discuss (0 Comments)
TrendForce's latest memory industry research reveals that DRAM suppliers continue to prioritize advanced-process capacity for high-performance server products in 4Q26, keeping the overall market undersupplied. However, the pace of contract price increases is expected to moderate, with conventional DRAM prices projected to rise 10-15% QoQ.

Meanwhile, the NAND Flash market is seeing a divergence between accelerating AI demand and weak consumer demand, although prices are still rising across segments. Overall NAND Flash contract prices are projected to increase 15-20% QoQ.“
 
erek said:
“No one talks about how the DRAM density curve has basically…flattened.Maxed-out Server 2021: 8TB RamMaxed-out Server 2026: …also 8TB RamThat’s insane! A five-year stagnation. If your working set exceeds 8TB, tough luck!Quite literally the only thing that’s going to get us exponential again is alternative tiers of memory. Specifically, ones that don’t rely on CPU memory controllers.This is why I’m constantly rambling about CXL. Sure, there’s a latency cost, and a smart programmer will have to treat it differently.…but are you not excited? We’re entering the heterogenous memory era (again)! Imagine hundreds of terabytes of RAM on a single server! Absolutely insane to think about.“

https://x.com/lauriewired/status/2095959731030622301
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So, in the world of computing, we have doubling values; 1, 2, 4, 8 ,16, 32, and so on. What this writer is failing to account for is at some point you hit a memory capacity that will be good for a few years before you NEED more memory and have to make the leap from 8TB to 16TB, or from 16TB to 32TB and the costs to do so for general server duties. Not to mention memory density limitations over the years because DDR4 topped out at 1-4TB for servers just 10 years ago. The exception is when you need a lot more, such as 192TB or more for training large LLMs, for example. Every 10 years (2000-2010, 2010-2020, etc.) we have seen a doubling or quadrupling of memory capacity for servers. 2020-2030 is no exception. We are still on the regular memory cadence of capacity increases. I think the author didn't do their homework before posting and also doesn't seem to grasp just how much capacity 8TB of RAM is!
 
Agent_N said:
I feel a Crysis joke here; "but can it (AI spending) last?"
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“Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026​

by DrUsmanSaleem Today, 06:26 Discuss (1 Comment)
Micron CEO Sanjay Mehrotra says memory and storage supply will likely be much tighter in 2027 and 2028 than it was in 2026. He made the remarks during Micron's fiscal Q4 2026 earnings call on September 30, where the company reported record quarterly revenue of $54.2 billion. Here's what he said:
Industry demand has strengthened since our last earnings call, and we expect memory and storage supply-demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026. AI is becoming super intelligent, and memory enhances this intelligence and the competitiveness of our customers' platforms. Even with additional industry DRAM clean room space plans with robust demand trends, including new upside requests from customers, we do not have line of sight to when supply and demand will return to balance.“
Click to expand...
 

“Raspberry Pi Raises Prices of 2 GB Raspberry Pi 4 and Pi 5​

by Nomad76 Today, 09:13 Discuss (0 Comments)
Raspberry Pi CEO Eben Upton has announced today in a blog post a $12.50 price increase for the 2 GB variants of both the Raspberry Pi 4 and Raspberry Pi 5. Starting today, the 2 GB Pi 4 costs $67.50, and the 2 GB Pi 5 hits $77.50. Back in April, Raspberry Pi was able to keep the 1 GB and 2 GB pricing unchanged while raising costs on higher-density models. However, that approach has now become unsustainable. For the moment, prices for 1 GB variants of both boards, and the 2 GB Compute Module 4 and Compute Module 5, remain unchanged. Upton also pointed users to consider whether older models like the Pi 3B, 3A+, or 3B+ might be a better fit for their needs given the current pricing environment.

The future is yet to bring that tiny light at the end of the tunnel, at least for consumers. Yesterday, Sanjay Mehrotra, Micron's CEO, said during the company's fiscal Q4 2026 earnings call that memory and storage supply will likely be even tighter in 2027 and 2028 than it was this year. Moreover, according to TrendForce's latest research, conventional DRAM prices are on track to rise another 10-15% quarter over quarter, as suppliers continue to prioritize advanced-process capacity for high-performance server products over mainstream consumer memory.”
 
I'm starting to gather parts for building a 3d printer and one of the things you need is an SBC and I looked last month at pi prices--particularly, how much what you can actually get costs--and I'm really glad I bought an 8GB Radxa Rock 5B a few years ago because it's a hell of a lot more powerful than a Pi 5 for about the same cost as an 8GB Pi 5 at Micro Center right now.
 
1_rick said:
I'm starting to gather parts for building a 3d printer and one of the things you need is an SBC and I looked last month at pi prices--particularly, how much what you can actually get costs--and I'm really glad I bought an 8GB Radxa Rock 5B a few years ago because it's a hell of a lot more powerful than a Pi 5 for about the same cost as an 8GB Pi 5 at Micro Center right now.
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“NVIDIA Could Account for 37% of 2027 HBM Capacity, Worth $279 Billion​

by DrUsmanSaleem Today, 09:24 Discuss (2 Comments)
NVIDIA's supply commitments climbed to $279 billion in the quarter ended July 26, up from $119 billion the quarter before. The company says the increase is primarily related to memory procurement. Morgan Stanley estimates that NVIDIA has claimed about 37.3% of global high-bandwidth memory (HBM) supply for 2027, with Alphabet at 36% and AMD at 12.1%. That adds up to roughly 85%, leaving everyone else to split the rest. These are Morgan Stanley's estimates, as reported by The Inference.

About $267 billion of the commitments come due by the end of fiscal 2029, according to the filing. NVIDIA reported record revenue of $96.2 billion for the quarter, but memory costs are weighing on margins. Gross margin was 75% and is guided to 74% this quarter, with a trough of 71% to 72% expected in the January quarter. CFO Colette Kress tied that pressure to memory pricing. Operating cash flow also fell to $24.1 billion from $50.3 billion the quarter before. Jensen Huang said on September 17 that he expects NVIDIA to sell twice as many chips next year, and the company's formal guidance is about 70% revenue growth.”
 

“Steam Hardware Survey: 32 GB Overtakes 16 GB as the Most Common System RAM Configuration​

by DrUsmanSaleem Today, 05:30 Discuss (5 Comments)
Valve's September 2026 Steam Hardware & Software Survey shows that 32 GB of RAM is now the most common memory capacity among participating gamers. The 32 GB tier gained 4.77 points to reach 42.22%, while 16 GB fell 3.38 points to 37.82%. Last month, 16 GB still led with 41.20% against 37.45%, so that is a big swing for a single month. The idea had been around for a while, with 32 GB already being floated as the next standard back in August 2025. Steam only reports capacity, so the survey says nothing about speed or whether those kits are DDR4 or DDR5. It makes sense, though, with several recent games asking for 32 GB RAM in the recommended specs, with 16 GB now often listed in the minimum requirements.

Elsewhere, AMD gained 1.89 points on Windows to reach 47.41% CPU share, and the GeForce RTX 5070 is the most common GPU at 5.86%, up 2.30 points. 1440p primary displays climbed 5.18 points to 27.04%, and Windows 11 keeps growing at 71.34%. Of course, one month doesn't make a trend, so it's reasonable to wait for October's numbers to see whether 32 GB remains at the top. The survey is also voluntary, and the sample changed a lot this month. For example, Simplified Chinese jumped 7.42 points to 31.39% of surveyed systems. That change in sampled systems could explain part of the RAM swing, though it could also simply be 32 GB RAM gaining popularity.“
 
These Ceo's have to be talking out of there ass. No way it goes to 2028. Unless the USA just keeps printing money to devalue the $ even more. I don't see this going on that long but maybe so. I mean it can't go on for ever you bastards.
 
Epyon said:
These Ceo's have to be talking out of there ass. No way it goes to 2028. Unless the USA just keeps printing money to devalue the $ even more. I don't see this going on that long but maybe so. I mean it can't go on for ever you bastards.
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Interest have been higher for a while now, not sure the build up rely on cheap money that much.

USD has been quite strong since 2022:
https://www.marketwatch.com/investing/index/dxy

USD M2 contracted a bit after 2022 and rose since in normal pace:
https://tradingeconomics.com/united-states/money-supply-m2

Latest figure on datacenter construction show not only bigger than ever, but by an incredible margin:
HTkz4WgbEAAJKV8?format=png&name=medium.png


Normally they will be filled with compute and memory in 2027-2028..... and that when Stargate (OpenAI) deal on memory wafer should start has well to have some impact on demand.
 
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Epyon said:
These Ceo's have to be talking out of there ass. No way it goes to 2028. Unless the USA just keeps printing money to devalue the $ even more. I don't see this going on that long but maybe so. I mean it can't go on for ever you bastards.
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I'll take the other side of that. Also:

https://www.techspot.com/news/114060-micron-humanoid-robots-could-keep-memory-prices-high.html

Micron says robots will keep RAM prices high, even if the AI bubble pops​

Morgan Stanley expects the humanoid market to reach 930 million units by 2050​

Click to expand...
 
HockeyJon said:
I'll take the other side of that. Also:

https://www.techspot.com/news/114060-micron-humanoid-robots-could-keep-memory-prices-high.html
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I've been saying even if the bubble bursts, it's not going to get better right away. Sam Altman (the alt-man) even stated that even if OpenAI doesn't win the race towards AI, they'd be leasing compute with all their hardware. Plus, the RAM manufacturers are making a killing by the demand. They don't have to manufacture as much, or ship as much, and no one can make them. When the AI bubble bursts, the only way to keep from going under is to still drive demand than oversaturate the market. We're now in the Greed Age.
 
El_Capitan said:
I've been saying even if the bubble bursts, it's not going to get better right away. Sam Altman (the alt-man) even stated that even if OpenAI doesn't win the race towards AI, they'd be leasing compute with all their hardware. Plus, the RAM manufacturers are making a killing by the demand. They don't have to manufacture as much, or ship as much, and no one can make them. When the AI bubble bursts, the only way to keep from going under is to still drive demand than oversaturate the market. We're now in the Greed Age.
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You're right, but that also means we likely don't have a bubble, at least not yet. People don't understand that these companies are getting CHEAPER on valuation. As an example, Micron has a forward price/earnings ratio of 6-8 right now. The S&P average is 19-21. This means that, despite the huge rise in the stock price for Micron, investors remain skeptical going forward and are not getting ahead of their skis. Not even close. They are valuing Micron's earnings BELOW the typical company in the S&P500. They know the industry has a cyclical history. This isn't bubble behaviour. You compare that to Dot Com where pre-revenue companies were getting extreme valuations. People see assets increase in value and assume it's a bubble. The demand is real. We don't have to like it as consumers, but it doesn't matter what we like, because what we like does not determine reality.

As I've always said, listen to what the customers are saying, and they're saying exactly what you've pointed out. The demand for this isn't exclusive to AI or LLM training. That might have been the spark that lit the fuse, but it's not the exclusive source of demand. Facebook reported $50 billion in revenue on Reels a few years ago. There is a general compute shortage.

Analyst Dan Ives has suggested the imbalance is as high as 15 to 1 on supply vs demand for chips right now. I don't know if he's right, but the picture on the ground suggests he's more right than wrong.

https://finance.yahoo.com/technology/ai/articles/analyst-dan-ives-calls-memory-223425937.html
 
El_Capitan said:
I've been saying even if the bubble bursts, it's not going to get better right away. Sam Altman (the alt-man) even stated that even if OpenAI doesn't win the race towards AI, they'd be leasing compute with all their hardware. Plus, the RAM manufacturers are making a killing by the demand. They don't have to manufacture as much, or ship as much, and no one can make them. When the AI bubble bursts, the only way to keep from going under is to still drive demand than oversaturate the market. We're now in the Greed Age.
Click to expand...
Yes a Microsoft will use all of OpenAI (what they would have build up, maybe it would be little in case of the timing) if they only not win which is different than a bubble burst, they need an buyer.... and them renting it instead of keeping it dormant and unused will help supply versus the alternative.

Ram manufacturer are producing more than ever before because it is profitable to run eveything at full capacity and invested at record level on production and of course they ship everything they do.
YearTotal Output (Terabytes - TB in Millions)YoY Bit Growth (%)
2019​
18.5M TB
16.00%​
2020​
21.8M TB
17.80%​
2021​
26.2M TB
20.20%​
2022​
28.8M TB
9.90%​
2023​
30.2M TB
4.90%​
2024​
35.5M TB
17.50%​
2025​
41.2M TB
16.10%​
2026 (E)47.8M TB
16.00%​


Memory maker investing in future production doubled in 2026 the previous 2022 crypto-Covid big invesmtent boom:
1790959273898.png



I am not sure what driving demand would be here for say a Micron ? one way to do that is to reduce price (as the demand change by price point).



Oldest surviving writting from 3,200-3,000 BCE tablets tend to be for accounting including slaves, yes people that want cheaper ram to build a PC when they already have one right now are quite greedy but there was never an non greedy age. Greed is something quite constant like gravity and never much of an explanation for something changing.
 
Well, Yes i have 1 pc with 2 sticks 128gb and another with 4 sticks at 192. I want cheap ram and i want 256gb or more in 4 sticks. Looks like I and a lot of other people will stay with our DDR5 ram for a long long time
 
erek said:

“Steam Hardware Survey: 32 GB Overtakes 16 GB as the Most Common System RAM Configuration​

by DrUsmanSaleem Today, 05:30 Discuss (5 Comments)
Valve's September 2026 Steam Hardware & Software Survey shows that 32 GB of RAM is now the most common memory capacity among participating gamers. The 32 GB tier gained 4.77 points to reach 42.22%, while 16 GB fell 3.38 points to 37.82%. Last month, 16 GB still led with 41.20% against 37.45%, so that is a big swing for a single month. The idea had been around for a while, with 32 GB already being floated as the next standard back in August 2025. Steam only reports capacity, so the survey says nothing about speed or whether those kits are DDR4 or DDR5. It makes sense, though, with several recent games asking for 32 GB RAM in the recommended specs, with 16 GB now often listed in the minimum requirements.

Elsewhere, AMD gained 1.89 points on Windows to reach 47.41% CPU share, and the GeForce RTX 5070 is the most common GPU at 5.86%, up 2.30 points. 1440p primary displays climbed 5.18 points to 27.04%, and Windows 11 keeps growing at 71.34%. Of course, one month doesn't make a trend, so it's reasonable to wait for October's numbers to see whether 32 GB remains at the top. The survey is also voluntary, and the sample changed a lot this month. For example, Simplified Chinese jumped 7.42 points to 31.39% of surveyed systems. That change in sampled systems could explain part of the RAM swing, though it could also simply be 32 GB RAM gaining popularity.“
Click to expand...

Fake news. Any time you see a radical change in some stat, open the language section. There will be a massive spike/slump in China vs everyone else. The prevalence of gaming cafes with shared PCs (combined with them having a different mix of specs than the broader gaming world) there has been screwing stats up for over a decade. Their shared nature lead to them being massively over counted (if 100 people used one in a month, the machine had 100 chances to be surveyed and counted); Valve's attempts to ID them and consolidate them down to have equal weights as privately owned single gamer machines has been janky in the stats since they first started trying to correct for it.

1790974374909.png
 
erek said:
“So, are RAM prices expensive these days?In 1995, each of these 128MB 72pin EDO RAM kits would have cost you: $6,780 the equivalent to $14,903 today!”

https://x.com/gammitin/status/2105046713278902693/photo/1
Click to expand...
Putting this into context, that would be like using 512GB to 1TB RAM modules now.
In 1995, average RAM in a laptop was 4-8MB, and on a desktop was around 8-16MB.

Hell, the Maximum PC "Dream Machine" desktop in 1998 had 128MB RAM, and was far beyond what anyone would have used for gaming and single-socket CPU (non-server) usage at that point.
Context is just as important as inflation.
 

“Chinese NAND Maker YMTC Reportedly Expects Memory Shortage to Last Another Three Years​

by DrUsmanSaleem Today, 09:10 Discuss (1 Comment)
Chinese NAND flash maker YMTC apparently expects the global memory shortage to last another three years. The claim comes from a profile of the company published by The Wire China, in which a YMTC employee, speaking anonymously, shared the outlook. The same employee said YMTC has raised prices for its chips and shifted capacity toward higher-margin products. The excerpt was shared on X by @jukan05, who read it as a NAND forecast, although the employee's wording covers memory in general. Three more years would put the end of the shortage somewhere around late 2029. This is one unnamed employee's words, of course, and not public guidance from YMTC.

That 2029 prediction is well past TrendForce's estimate, which has NAND flash supply loosening in the second half of 2027 as new capacity comes online. It sits closer to Micron's view, with CEO Sanjay Mehrotra saying last week that supply will be much tighter in 2027 and 2028. The shift in capacity matters too, especially for regular PC builders. Counterpoint Research ranked YMTC fourth in NAND bit shipments in Q2 with a 14% share, yet only fifth in revenue, since its product mix leans toward consumer applications. Moving capacity to higher-margin chips could leave less for consumer SSDs, even as YMTC works to double its wafer output with new fabs. Nevertheless, readers planning a storage upgrade shouldn't count on prices dropping anytime soon.“
 
“A YouTube channel best known for its skillful graphics card fixes has published its first RAM module repair video. Tony from NorthWestRepair’s latest video shows his attempts to mend a pair of high-capacity DDR5 sticks worth a purported $16,000. It isn’t the repair skills that are newsworthy here. Rather, it’s the shift in economics that makes the chuck-it-and-replace-it attitude to bad RAM a philosophy that simply doesn’t apply in 2026. The impact of the AI-pocalypse means that spending a couple of hundred dollars on repair labor to save a several-thousand-dollar DDR5 DIMM is now sensible. If you can repair RAM, you can now start a business.“

https://www.tomshardware.com/pc-com...-dead-module-with-hot-air-reflow-and-new-pmic
 
erek said:
“A YouTube channel best known for its skillful graphics card fixes has published its first RAM module repair video. Tony from NorthWestRepair’s latest video shows his attempts to mend a pair of high-capacity DDR5 sticks worth a purported $16,000. It isn’t the repair skills that are newsworthy here. Rather, it’s the shift in economics that makes the chuck-it-and-replace-it attitude to bad RAM a philosophy that simply doesn’t apply in 2026. The impact of the AI-pocalypse means that spending a couple of hundred dollars on repair labor to save a several-thousand-dollar DDR5 DIMM is now sensible. If you can repair RAM, you can now start a business.“

https://www.tomshardware.com/pc-com...-dead-module-with-hot-air-reflow-and-new-pmic
Click to expand...
Lol, I could probably do it if I could find the time.
 
Memory may not be the only thing being hit in price, energy for the next 5 - 7 years will be hitting a wall with these SI centers being built. With the SI centers being slowed down, delayed. Micro reactors SMR 20-300 MW reactors, easier to license, easier to build and faster to get online will probably occur. While the bigger 1gw+, about 8 of them (some just multiple SMRs) earliest is 2032, while the bigger ones 2038-2045. I expect price for electricity will be much higher than it is today. Will being power limited give us a reprieve on consumer goods using memory? I don't know but to me it may help but the higher energy bills may not be that pleasant. It all depends on how fast the SMR reactors are put in service but looks more like the 2030's for those.
 
noko said:
Memory may not be the only thing being hit in price, energy for the next 5 - 7 years will be hitting a wall with these SI centers being built. With the SI centers being slowed down, delayed. Micro reactors SMR 20-300 MW reactors, easier to license, easier to build and faster to get online will probably occur. While the bigger 1gw+, about 8 of them (some just multiple SMRs) earliest is 2032, while the bigger ones 2038-2045. I expect price for electricity will be much higher than it is today. Will being power limited give us a reprieve on consumer goods using memory? I don't know but to me it may help but the higher energy bills may not be that pleasant. It all depends on how fast the SMR reactors are put in service but looks more like the 2030's for those.
Click to expand...

Energy is a political situation already however some datacenters are using alternative energy solutions already with solar, geothermal, etc.


View: https://www.youtube.com/shorts/9ltVH8RQYFk
 
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