Memory chip stocks shed $100B as AI-driven shortage trade unwinds

cjs_ac a day ago | parent | next [-]

Full article text: https://removepaywalls.com/https://www.ft.com/content/e4e156...

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pogue a day ago | parent | prev [-]

I'm guessing this is going to cause a significant RAM price drop very soon? *fingers crossed*

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roxolotl a day ago | parent [-]

Seems like no:

> However, analysts were not convinced this week’s sell-off was warranted. The implications for memory and computing were “neutral near term”, Morgan Stanley added, as lower AI costs would likely increase overall demand.

	▲	pogue an hour ago \| parent [-]
		Looks like it's already starting to drop. Not nearly enough, but it's a start. DDR5 Memory Prices Just Took a Noticeable Dive for the First Time in Months, and Google’s TurboQuant Might Be Behind It https://wccftech.com/ddr5-prices-just-posted-their-first-dro...