DRAM prices to increase by up to 63% in Q2, NAND Flash by up to 75%, new report says
Posted by sr_local@reddit | hardware | View on Reddit | 97 comments
TheDonnARK@reddit
Lol... Prices start to drop ever so slightly, some fucking report announces they are raising them higher than previously anticipated.
Viviere@reddit
I mean nobody in retail is buying them at their current levels. What are we gonna do, not buy them even harder?
diagonali@reddit
True. But the prices are what they are *because* other people are buying them so hard. So consumers not buying them harder is fine by them.
dztruthseek@reddit
Buying 64GB of RAM two years ago really was the bees knees. Always buy more than you need.
snmnky9490@reddit
Literally just 6 months ago 64GB DDR5 6000 CL30 was $159 at both Newegg and Microcenter
Viviere@reddit
I bought 64gb 6000cl30 last year here in Norway, and with taxes and shit that came out to 280$. That same kit now is currently 1050$.
DiggingNoMore@reddit
I bought 96GB DDR5-6000 CL30 early last year. Genius.
GalvenMin@reddit
They won't, the market has already shown that it does not support those price hikes. Price discovery is a thing, of course, but you can't just set it to the moon and expect just a small reduction in volume.
Lincolns_Revenge@reddit
My Microcenter is trying to make ~ $3,800 dollar RTX 5090's a thing so hard, but they've had two models at 25+ in stock for a couple of months now.
noahloveshiscats@reddit
This is for the manufacturer contract prices, which is different than the spot prices you've probably seen more. So like Samsung sells a contract at $100 to someone, and then that someone goes and sells that contract to someone else for $400. The first price is the contract price and the second one is the spot price.
So clearly they see that people are willing to pay $400 for RAM so they increase their contract price from $100 to $200 so they can earn more money while still selling everything they make.
Contract prices lag behind a little because they want more stability and don't want to take unnecessary risk if they can't sell the contract in time.
ledfrisby@reddit
It works in both directions, of course.
Comfortable-Exit8924@reddit
i should buy some ram stocks so i can jynx them and crash the prices
StrategyEven3974@reddit
I bought sandisk and Micron stock a few months ago when rumors of this squeeze were going to happen.
I'm now looking at buying a house.
Brapplezz@reddit
I sold all my micron at 200....
airfryerfuntime@reddit
Whenever I see a crypto surging, I buy $10 worth of them and it immediately stops, then plummets. I'm doing my part.
TheCookieButter@reddit
I made out like a bandit and upgraded my GPU, CPU, MoBo, Ram at MSRP or cheaper last year. Also got a mini-PC for a home server.
Now I'm eyeing up my 4.5 year old phone and wondering how bad things are going to be in that space. Apple just made 256gb storage standard so I expect most to follow suit.
With all these material cost increases I'm expecting basically complete stagnation in Android phones this year or a price rise.
Green-Phone-1419@reddit
Professionals, how did price increasing affected on your service prices? Do you take more for your job now?
dingo_xd@reddit
I am going to undervold and underclock everything because if a component dies I will have to sell a kidney.
Green-Phone-1419@reddit
its more profitable to raise a kid for 2-3 years and sell him in slavery and you can do it multiple times
6198573@reddit
Why stop there
Why not 278%, or 846%
codingTim@reddit
Yes, then finally dumb appliances are back. Heck yeah!
sitefall@reddit
No, your smart fridge is just going to load all the same ads and crap on it's screen with a Cortex-A7 and 512mb lpddr2.
iwakan@reddit
I wish that was unaffected but low-end SBCs have been hit really hard as well. One component with similar specs in my embedded system more than doubled in price.
powerplayer6@reddit
Tell me about it. I started working on an embedded project at work that will feature a Luckfox Pico Max as the brains (cheapest SBC with Ethernet), but they've jumped up in price significantly since early December when we ordered our initial batch. To the point I'm actually worried if we can even ship this at a price anyone would consider buying.
pixelpoet_nz@reddit
This is the most American comment I've seen in weeks
ps5cfw@reddit
Ok, then I wont upgrade my 5800x.
Sad, but It Is what It Is.
Z3r0sama2017@reddit
Yep. Would love to upgrade my 5950x to a 9800x3d, but the current ram prices are prohibitive.
Thank you so much LLM's!
NoPriorThreat@reddit
why do you need to update? what is wrong with 5950x?
Z3r0sama2017@reddit
Like better performance in sim games like zomboid, rimworld and cities:skylines.
RumbleTheCassette@reddit
Sell your current CPU/MB/RAM and buy a Micro Center bundle. You'll almost break even.
greentintedlenses@reddit
So hard for me to shop Microcenter. I live in a sales tax free state and the only microcenter nearby is in a state that charges sales tax.
Factor in the drive and all savings already gone.
Z3r0sama2017@reddit
No Microcenter in Northern Ireland😟
zxyzyxz@reddit
There are subreddits and shipping services where you can pay a fee to get stuff shipped to wherever. I've seen people use it for computer parts to Europe.
ThePizzaDeliveryM3n@reddit
AliExpress 5500x3d's would be a good upgrade
airfryerfuntime@reddit
That'd be a downgrade, but you realize those are fake, right? They just bead blast the top and laser etch new specs on the IHS. It'll end up being like a 1700x or something.
sdwvit@reddit
5950x to 5500x3d? Genious 😂
bogglingsnog@reddit
Hey, your lack of /s is going to confuse the AI's!
Kbrickley@reddit
My 5800X “I’m tired boss”
MumrikDK@reddit
It's not at all though.
Kbrickley@reddit
Mean it was a joke but likely would have upgraded by now but 6 years going strong, plus playing 4k so GPU limited anyways. Just a 9800X3D would be better for 1% lows
matuzz@reddit
I’m just glad that I upgraded from 16gb to 32gb RAM on my 5800X system when it cost 50 €
bestanonever@reddit
Yeah, I upgraded to 32GB in 2021 and been satisfied ever since.
Funny enough, I wanted to start with 32GB when I built the PC, in late 2018, but RAM was expensive for whatever reason, too, so I got 16GB instead.
SpecialPreference678@reddit
I bought 128gb for my 5600x for $340 a few years ago and now it feels like such a step back to have to spend even more for 32gb of DDR5.
smile_e_face@reddit
Same. I thought going from 32 to 64 (mainly for VMs and emulators) was an extravagance, but it was such a good idea in retrospect.
TheWobling@reddit
Please 3700x hold on
SalivateTheStarfish@reddit
I believe in you 2700x
Framed-Photo@reddit
You've got a pretty good and affordable upgrade to really any 5000 series chip if you felt like it at least.
SalivateTheStarfish@reddit
Very true. I sat on my hands when I had the opportunity to buy a 5800x3d before they stopped making them. Ragrats
bestanonever@reddit
Even the regular 5000 series will be a pretty big upgrade for you. I'd consider if you ever feel you need more CPU power.
At this point in time, it's certainly much more affordable than switching platforms. Just a BIOS upgrade and CPU change away.
TheWobling@reddit
I wish you luck!
ScottieNiven@reddit
3900x here on a X470, she's getting tired but hanging on
cavedildo@reddit
What would a 3900x be struggling with? I have a 2700x pc with a 5800x sitting in a box because I haven't got the motivation to swap it out and its not even holding me back on anything.
ScottieNiven@reddit
At the moment nothing, but its more that the hardware is getting old and I'm noticing some issues, but im hoping it will last a few more years. The only thing I would change is the GPU, I'm still running a Radeon Vii and the lack of ray tracing it a bit annoying but livable.
bogglingsnog@reddit
The single threaded performance has definitely been exceeded by a significant margin on the newer processors.
cavedildo@reddit
It's all about the software your running i guess.
TheWobling@reddit
May the silicon gods bless her with long life
reddit_equals_censor@reddit
just buy yourself a new 150 euro/us dollar 5700x3d.
amd didn't eol the most important cpu to keep people going during the memory dystopia, that they are as well to blame for, RIGHT?
...
such evil bullshit.
THXFLS@reddit
It sucks they don't make them anymore, but they were very available for very cheap for a very long time, way longer than anyone anticipated.
People were already talking about Zen 3 X3D not being long for the world when I got my 5800X3D in 2022. If you're using Zen 1/+/2 and didn't upgrade when you had the chance, you kind of did it to yourself.
reddit_equals_censor@reddit
i absolutely wouldn't say that (bought a close to end of life 5800x3d myself btw).
lots of people would hold onto their hardware and see what happens.
a reasonable point of view could have been, that people would just hold onto their 3700x or whatever until am5 becomes cheap and good enough, OR they thought at worst they'd buy a used 5700x3d, which would be expected to be a decent bit cheaper than new.
those were reasonable thoughts to have had.
expecting criminal companies like openai criminally stealing 40% of the world's dram supply to shock everything certainly is hard to predict.
i mean i wouldn't have guessed that. i would have guessed a continued small price increase over time and not a 4-6x memory prices in a month lol.
and people could also just not have had the money at the time. nothing wrong with that. (well there is (fix systemic social problems, etc... of course), but i mean it isn't their fault)
and on top of that we both are hyper enthusiasts i dare to guess.
listening to tech news and rumors about products going eol is not a common thing for lots of people. even lots of people, who build their own systems.
i caution to ever blame the customer for a problem created by evil companies.
___
either way, let's hope the bubble pops tomorrow, memory and ram prices go back to sanity, people can build systems again and THUS the 5700x3d and 5800x3d used will drop to below msrp.
that is of course assuming, that the bubble popping won't destroy the economy in a different massive way....
what great times.... /s
kikimaru024@reddit
5700X3D has been EOL since August 2025.
reddit_equals_censor@reddit
woosh...
___
that's the point, that was what the "RIGHT?" was for... as well as the:
"such evil bullshit."
TheFKTard@reddit
where
reddit_equals_censor@reddit
woosh...
___
that's the point amd are pieces of shit and stopped selling the 2 cpus, that would have helped people get by with their old system.
a 150 euro/us dollar 5700x3d and whatever they'd want to charge for a 5800x3d.
even at 200 euros/us dollars a 5700x3d would massively help people rightnow.
that is the issue.
amd end of life-ed the 8 core x3d am4 cpus, that screws people over massively rightnow especially.
at 1080p medium a 5800x3d (they probably could just release a refresh at 200 us dollars of that, because yields should be 0 issue at this point) is 29% faster than a 5800xt.
that cpu keeps am4 alive and comfortably so.
and amd showed people that middle finger and nuked production of those chips.
kingwhocares@reddit
Why would you need to even upgrade3 it? If you hold on for a couple of years, you could probably just upgrade to DDR6.
GenZia@reddit
Felling better and better about my 5700X3D...
Traumatan@reddit
huh what, everyone was saying the prices crashed last week..?
airfryerfuntime@reddit
It's just fear mongering in an attempt to get people to panic buy at these prices before they fall.
Open AI isn't buying any more, especially after shutting down Sora. Oracle is taking a huge nosedive amid massive layoffs they're trying to claim aren't a big deal. Microsoft is still sitting on warehouses full of GPUs in Redmond they can't even use. Data center plans in the middle east are on hold after Iran just attacked Google.
These are some of the first signs the bubble has finally begun to pop.
LAwLzaWU1A@reddit
OpenAI shut down sora because it was losing them money and the resources are better spent on other things (like making better models). Shutting down sora should not be taken as evidence for OpenAI scaling things down.
Do you have a source for Microsoft still having having warehouses full of GPUs they can't use? They made a comment about being electricity restricted about half a year ago, but that's not really the same as having "warehouses full of GPUs" and it absolutely does not mean they are in the same spot today.
elkond@reddit
correct premise, but u missed the conclusion. there's no panic buying. it works the same way financial markets work - what is does not matter (current state + logical (in mathematical sense) products of current state). what enough finance bros believe will happen in the future sets the price
LAwLzaWU1A@reddit
Except there was "panic buying". Lenovo was stockpiling, in their own words, enough RAM to last them throughout 2026. They did that between the announcement from OpenAI in October, and the interview which took place in November. They bought a year's worth of RAM in the span of a month. Lenovo were not the only ones.
Pretty much all big manufacturers of PCs, smartphones and so on started buying as much RAM as possible after the announcements because they were expecting a shortage. That rush to buy RAM was in and of itself what causes the shortage. That's why we saw prices spiral out of control before the contact between OpenAI and the DRAM makers even went into effect. The intent to buy was announced in October 2025 and it was for 2026 throughout 2029. By November 2025, the price of a 16GB DDR5 kit had quadrupled in price. At the same time, Lenovo and many other manufacturers (who usually does just-in-time buying and manufacturing) went out and said they had stockpiled RAM to last many months.
pack_merrr@reddit
People have been holding their breath waiting on the "bubble" to pop for how long now? I'll believe it when I see it.
StrategyEven3974@reddit
Good thing I panic bought...
Micron and Sandisk stock 4 months ago.
kingwhocares@reddit
This is just RAM manufacturers spreading rumours to keep prices high. DRAM prices have already stabilized at all time high and now with OpenAI failing to meet its quota promise, data centre investments in the Middle East that will soon be abandoned, high electricity prices is gonna bring in a crash. Give it 6 months at most.
LAwLzaWU1A@reddit
What do you mean by "OpenAI failed to meet it's quota promised" and where is your source? The contract wasn't for minimum orders. It was for maximum orders and they were projected for 2029, not 2026. It was an "up to" contract several years into the future.
People need to stop blindly believing random speculation on Twitter/reddit.
kingwhocares@reddit
It wasn't a legally binding contract and OpenAi can't find the the money to invest. Which never was gonna happen as it was simply a Ponzi scheme between billion dollar companies..
LAwLzaWU1A@reddit
That's not what a ponzi scheme is, and what you are saying now also goes directly against what you said in your previous post.
Cheeze_It@reddit
We can only hope. Fuck those Chaebols in Korea.
Oxflu@reddit
Just straight up market manipulation.
msolace@reddit
which is wild considering the stocks aren't raising by anywhere close to those levels..
also nobody should buy anything computer this year.... maybe not next
raymate@reddit
OK so wasn’t it coming down and now it’s going up. Which is it.
Method__Man@reddit
no one who knew what was up was saying its going down
d00m6r@reddit
I just got a 1TB nvme and 24 hours later the listing went up $10.
LuluButterFive@reddit
The asking price can be whatever but theres no bidder
eugkra33@reddit
But...but... I was just told they dropped 30%
Vushivushi@reddit
Spot vs contract
ydieb@reddit
There guys are equally speculating. Stop taking these "experts" more serious than gospel.
mokkat@reddit
Google's new lower ram approach could help, but a bubble crash definitely would.
On the other hand Israel bombed the f**** helium supply for fabs in Taiwan and Korea.
JuanElMinero@reddit
The helium comes from Qatar and was part of the Iranian retaliation across the strait.
TheySayItsRize@reddit
I have a 2020 DDR4, 3070 rig I am planning on selling but I keep seeing reports like this and it makes me want to keep waiting to maximize my resale value…
ObjectivelyLink@reddit
Lmaoo yesterday it was crashing and today it’s gone up. Look ram prices are going to get worse in Q2 2026 there is no way around it. 2027 absolute earliest you’d ever see a real drop.
Successful_Ad_8219@reddit
I'm ready for this bubble to pop so we can be done with this shit.
Swaggerlilyjohnson@reddit
This is getting to comical levels.
People are going to start trying to desolder ram from older devices if this happens.
Sh1rvallah@reddit
Pretty sure they already are
CaptainDouchington@reddit
This feels like a "please buy ram at the prices we have set...it's not selling and we are worried about the future of the data center market"
Dish_Melodic@reddit
I thought it has been down.
ivan0x32@reddit
/r/RAMStreetBets really needs to become a thing at this point.
zdy132@reddit
Very grateful of my lazy ass, bought 96 gb ram to run my code instead of trying to fix the memory leak lol.