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”
Every real estate agent, every mortgage broker, could see the fraud in the housing market long by 2003, but either didn’t recognize it as fraud at the time, or didn’t care. They were all making money hand over fist to prop it up.
Zero down payment, 110% LTV mortgages, seller-paid closing costs, buyer is receiving a $3000 check at closing? ARM set to triple their rate in a year? Completely absurd, but the agent is only getting paid if the deal closes. The mortgage broker is only getting paid if the deal closes. The lender is only getting paid if the deal closes. The seller is only getting paid if the deal closes. Everyone needed this deal to close, so they did what it took to close the deal.
Lenders were offering “Continuing Education” credits that RE agents needed for their licenses. That “continuing education” consisted of seminars coaching agents to encourage these deals.
By 2003, buyers were underwater with their mortgages as soon as they signed them. Yet it took 5 more years for the bubble to actually burst.
The circular financing ponzi scheme behind AI will survive until someone can’t service debt. What happens then is either the collapse of the whole scheme, or the government declaring them “too big to fail” and allowing them to reorganize into a single corporate entity.