i’m seeing some estimates stating ram prices are going to jump 400% by the end of june 2026. major price increases are inbound.
here is some of the information i’m seeing:
- Memory shortage deepens, extending boom for Korean chipmakers
- Samsung expects memory shortage to worsen through 2027 and last until 2028
- SK Hynix CEO sees worst memory shortage in 2027, demand to outstrip supply beyond 2030
- SSD and memory price to remain high at least until 2029?
- Micron: Memory Crunch Outpaces 20% Supply Growth
- Price of SSDs in 2026: why it’s a panic (and when it will calm down)
- The Rising Cost of RAM & SSDs: What’s Happening, Why It’s Happening AGAIN and What Comes Next
- Riding the AI Supercycle: Navigating the 2026 Memory & Storage Market
- Electronic Pricing Pressures Will Last Beyond 2026
- Memory’s $200B Inflection
- Micron Is Up 900%. Here’s Why the AI Memory Trade May Still Have Room to Run
- Memory & HBM
- Prediction: Micron Could Be the Most Important AI Stock After Nvidia
- Memory Will Cost Cloud Giants More Than GPUs by 2027: NVIDIA Uses That to Justify 15% Server Hike
- Gartner Says Surging Memory Costs Will Reduce Global PC and Smartphone Shipments in 2026
prices may never come down again.
“post consumer computing”
There is so much AI hype and so much anti-AI hype, that I doubt it really will.
For the last 4 years, we have perpetually been 90 days from both the AI market crashing and AI stealing all our jobs at the same time.
My thought is the AI market won’t crash because especially in data engineering and devops there is an inherent worth. I think there will be a potential downturn in the volume of cash flowing into perhaps after the big players like OpenAI and Anthropic go to IPO, but the market itself will remain stable. Similar to how the housing bubble crash didn’t actually wipe out the housing market (with or without the US govt saving the big players - it still would have survived on its own even if those players did not).
Did you see Anthropic’s IPO filing? The company is upside down and there’s so much commingling between 3 or 4 companies that when one goes the rest will topple like dominoes.
What won’t crash are the billionaires at the top. See, they’re going to cash out with piles of money and leave the index fund investors (e.g. the every day person) holding the bag.