The RAM Price Crash is coming: Why Samsung/Micron are bleeding and why you should NOT buy overpriced RAM right now

Posted by Responsible-Web4647@reddit | buildapc | View on Reddit | 150 comments

Alright guys, let's talk about the elephant in the room: RAM prices are a joke right now, but the bubble is finally popping.

If you’ve looked at the stock market lately, memory giants like Samsung, Micron, and SK Hynix are taking a massive hit. Here’s why this is actually GREAT news for us and why you should keep your wallet closed for a few more months:

The OpenAI "Rug Pull": Remember when everyone said AI would need infinite RAM? Well, OpenAI and the other big players are reportedly scaling back their hardware orders. New efficiency tweaks (like the latest quantization models) mean they don't need to hoard every single HBM and DDR5 chip on the planet anymore.

Wholesalers are Bagholding: Distributors bought a ton of inventory at the "AI-peak" prices last year. They’re currently trying to sell 64GB kits for $1000, but nobody is buying. They’re stuck with "toxic inventory." Eventually, they’ll have to dump these kits at a massive loss just to clear warehouse space.

The "Scarcity" Myth is Dead: The factories built during the 2025 hype are now fully operational. We are moving from "not enough chips" to "way too many chips" in record time.

The Bottom Line:

The stock market is a leading indicator. The fact that Samsung and Micron are dropping means the "smart money" knows the high-margin party is over.

My advice? Hold the line. If you don't absolutely need an upgrade today, wait 6 months. We’re about to see a "race to the bottom" where these greedy wholesalers have to undercut each other just to survive.

TL;DR: AI hype is cooling down, manufacturers are overproducing, and wholesalers are desperate. 32GB/64GB prices are about to crater. Don't be the guy who buys at the top.

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useful_tool30@reddit

Werid bc the chip manufacturers are sold of production for the next few years. Ram prices are not going down any time soon

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Fr00stee@reddit

the capacity has been reserved, if ram demand goes away so will the reserved capacity

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useful_tool30@reddit

Its not going away any time soon. Cloud is the future in every respect

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Fr00stee@reddit

ram prices are already falling, on microcenter there are several ram kits that dropped 100+ dollars in price

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footpole@reddit

For now they are but if there is indeed a bubble that bursts then it’s a different situation and markets will be flooded. If OpenAI and others lack the cash then they won’t buy anything.

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fschwiet@reddit

The stock market is a leading indicator. The fact that Samsung and Micron are dropping means the "smart money" knows the high-margin party is over.

I don't know I can think of other reasons a stock might go down in the current market.

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Duhbeed@reddit

Samsung stock is up approximately 220% over the last year, Micron stock is up 392%, and the S&P500 is up 22%.
Over the last 6 months, Samsung is up 89%, Micron is up 95%, and the S&P500 is down 2%.
Over the last 3 months, Samsung is up 38%, Micron is up 16%, and the S&P500 is down 4%.
Over the last month, excluding today’s trading day (Holy Friday), when only Asian markets are open, Samsung is down -3.5%, Micron is down -3.5%, and the S&P500 is down -3.5% (approx.).

It’s kind of humiliating to waste my time commenting on this nonsense post (the original one from OP. This is not addressing the user immediately above, who’s right about his comment. I post my reply down here to minimize the replies or votes I get), but perhaps my comment is useful for some other people who also ended up here due to the algorithmic hell and otherwise wouldn’t have had the time to check the facts.

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fly_casual_@reddit

Yes, and in addition to other factors listed below the recent small dip in stock prices is because of Google revealed their turboquant algorithm which reduces the amount of ram needed for LLMs. I doubt it will have an actual impact on demand because no matter what MAWR RAM!

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zabbenw@reddit

Why? What's happening?

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hahaz13@reddit

Are you extremely disconnected from current events?

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wintersdark@reddit

I honestly envy people who could be that disconnected. I don't think it's good, really... But I envy them.

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zabbenw@reddit

i'm joking.

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elusivefuzz@reddit

The stock market is concerned about production delays. There's a ton of Helium stuck behind the Straight of Hormuz. This is necessary for production, and South Korea imports like 60% of the helium they need for memory production out of the area. Can't sell what isn't produced.

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Good_Policy3529@reddit

Are you tired of winning yet?

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potato_analyst@reddit

I am tired boss...

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yxull@reddit

I did that! 👉

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UberShrew@reddit

The irony of using ai to write at least some of your post about the ai hype dying down.

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SoN1Qz@reddit

How do you know?

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RetrnFThMck@reddit

How can you not know?

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MikoSkyns@reddit

Old guy here. I can't tell. I'm not kidding. I had no idea AI wrote that until I read this thread.

When I see articles written by AI I can tell right away. But comments like this on Reddit often throw me for a loop. I think it's because I structure my comments the same way when I'm creating a post.

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uacoop@reddit

I suggest that you just start asking AI a bunch of random stuff. Use it enough and after a while you start to notice the patterns, a little while after that...you cant stop seeing it. It becomes extremely obvious.

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MikoSkyns@reddit

I don't want to use AI any more than I am forced to. It's bad for the environment and it's destabilizing communities.

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uacoop@reddit

Environmentally, it's not any worse than video streaming. And I suspect the majority of the impact is not coming from people asking random questions through the web portal, but from power users pinging the API thousands of times per day to run their agents. But to each their own. You run the risk of continuing to be caught off guard when it pops up in the wild, though.

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XiTzCriZx@reddit

If you want to learn how to spot AI responses, you have to learn to use AI. Even just using the free ChatGPT 4 for basic questions will give you an idea of how AI structures it's responses.

You shouldn't take anything it says as 100% truth as AI is known to hallucinate and make shit up, so it'd be best to start with topics you're already knowledgeable about as it'll make it easier to compare to human writing.

It's less about the structure and more about the use of common phrases and certain symbols (like AI uses em-dashes: — instead of regular dashes: -).

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oby100@reddit

Kinda surprised if you’re old that you can’t tell. People have never written like that whether it’s online or real life pen and paper. Highly structuring your argument takes a huge amount of additional time and effort and actual people will never bother to add tons of bullet points and name each section.

This style makes sense to LLMs because they’re all fluff, but actual humans would find this tedious and unnecessary even if they were required to write like that for whatever reason.

The text itself is always full to the brim with fluff and talks around a point without making consistently solid arguments. A person might write like this for a sentence or two, but over a few paragraphs it sticks out as the non confident centrist view that AI loves to stick to.

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po2gdHaeKaYk@reddit

When I see articles written by AI I can tell right away. But comments like this on Reddit often throw me for a loop. I think it's because I structure my comments the same way when I'm creating a post.

Most of us are getting very good at detecting the tells. I could tell as soon as I read it in the title. Here are some random points:

The title: colon structure and phrasing structure. Often AI-generated titles just have a certain cadence.
Yeah, bullet points. I use bullet points as well, but it's more the structure. See below.
AI loves to use phrasing like this: "The OpenAI "Rug Pull"; "Wholesalers are Bagholding"; "The "Scarcity" Myth is Dead:" They are very keen to use slightly jargon-ish and excessively hype wording.
Look at the number of phrases used in double quotation marks
Always ending with a neat and tidy "the bottom line".

It's hard to describe but looking around the internet, people are getting very, very good at recognising it.

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MikoSkyns@reddit

Everything you described was exactly how many wesbites wrote their articles though. Jezebel, Jalopnik, Cnet, Lifehacker, and zdnet all come to mind. They all wrote exactly like that for years. So the question is, is it AI, or is it a GENX/Millennial who writes the same way?

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averydangerousday@reddit

The last part is something that younger people fail to realize. AI was trained on articles and posts written by GenXers and Millennials, who were taught to write full sentences with punctuation, full paragraphs with indents, and full presentations with bulleted talking points.

I’m not saying that the OP isn’t AI. I’m saying that it’s either AI or a 46 year old analyst who has become accustomed to this writing style over the last 30 years.

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DoubleFaulty1@reddit

Yes, this peculiar set of generations with basic literacy.

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alienangel2@reddit

Problem is I write like this normally. Have so many docs over the years where I would lay something out as a sequence of bullet pointed arguments, and my boss would tell me to switch it to prose. Or he'd write something in prose and while cleaning it up I'd break if up in points.

I guess the LLMs trained on my unedited docs.

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Traherne@reddit

I'm 70 and that style is very similar to mine as well, for better or worse.

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footpole@reddit

There’s also the way it labels things like ”Rug pull” which looks off.

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SoN1Qz@reddit

How can you not think about the fact that English could be my second or third language?

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RetrnFThMck@reddit

Because you didn't provide your birth certificate in your comment genius

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SoN1Qz@reddit

You were being the smartass

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RetrnFThMck@reddit

You're overmatched here buddy just relax and go be confused by AI elsewhere

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eyadGamingExtreme@reddit

Spend enough time on the internet you will pick up on a somewhat unnatural speaking style that is very prevalent (which can only come from one place, that being AI)

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Lin_Huichi@reddit

Spend enough time on the internet

Ah ha that's why I didn't understand

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eyadGamingExtreme@reddit

yeah being chronically online has it's perks

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s2Birds1Stone@reddit

If you use AI enough, the writing patterns just become very apparent. They all use bullet point style paragraphs among other obvious tells.

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Karyo_Ten@reddit

Assuming you're genuinely asking, all those titles like "The OpenAI rugpull", "The wholesalers are bagholding" are dead giveaway

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Reckonsday@reddit

The most obvious one is the structure of three main points leading up to “the bottom line.” AI loves to default to it.

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KarIPilkington@reddit

The good thing is it's getting easier and easier to recognise when someone's used it. It just reads unnaturally.

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Direct_Jeweler_7457@reddit

it has that fucking speaking style where it always speaks in bullet points and vibes average xitter retard basically

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FillMySoupDumpling@reddit

It’s so irritating to read. I don’t get why these people expect others to read something they didn’t even bother writing.

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passwordistako@reddit

I actually find the posts I can’t bring myself to read, with way too much filler, always have “this is AI” as the top comment.

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FillMySoupDumpling@reddit

As soon as I see the first indicators of AI I just stop and downvote. It’s pretty much as useless as copy pasting your google search results into a post.

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passwordistako@reddit

It’s worse. Google does less damage to the environment and my brain.

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Citro31@reddit

It’s just always too confident

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AceLamina@reddit

oooh
so that's what was happening

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jgeotrees@reddit

LinkedIn optimized its algorithm for MBA brain worm posts and this is the outcome.

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footpole@reddit

My boss posts shit like this and worse to LinkedIn. It’s great when he includes the rest of us in his hype bs and tags us…

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Paiev@reddit

AI writes like it's trying to sell me a timeshare

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Direct_Jeweler_7457@reddit

I mean at least it's not grok 2.0 which threatened Will Stancil with the "Somali heat" or Ani which aggressively flirted with the user

It was really funny though Grok is my favorite AI simply because it doesn't speak as corporate as the other ones (It still is corporate though)

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XiTzCriZx@reddit

"The bottom line:" is such a dead giveaway, even just skimming the post. No one words posts like that besides AI users.

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frezz@reddit

Some genius somewhere will figure out how to reliably detect AI generated content, and we will all be happier for it

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Supreme_Primate@reddit

Damn I knew it was a bit off.

AI says AI is good and doesn’t need all the RAM.

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9uYx3QemUHKy@reddit

Me at the bakery: bold of you to use flour harvested with machines isn’t it? Then your little stupid human touch at the end?

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Area51_Spurs@reddit

And to think, that’s the least stupid part of this post…

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Djcalied@reddit

Absolutely hilarious

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roflcopter9875@reddit

Bro the Cloud-Hyperscaler just announced they need more RAM and SSD´s.

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mattlikespeoples@reddit

They claim they need more RAM for chips that haven't been produced to be installed in datacenters that aren't built nor can be built at the proposed scale without the power infrastructure to keep up which it a foundational and long-term problem given how long it takes powerplants to be built. Unless we get modular nuclear that is safe and reasonably quick to deploy, this is all a huge pipedream.

The LLM model uses so much compute that unless there is a HUGE shift in how they operate, think on the scale of modern processor compared to quantum processor potential, then we are well into this AI momentum running full steam into neigh insurmountable logistical challenges.

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XiTzCriZx@reddit

I wonder how many thousands of sticks of ram are sitting in a warehouse somewhere waiting for a data center to be built, just for those sticks to be outdated by the time it'll actually be running.

With how long construction shit takes, I wouldn't be surprised if DDR6 is out before these imaginary data centers are actually up and running.

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smoike@reddit

I would like to believe that this is true, but my inner pessimist says no not yet.

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Nipto13@reddit

This is a misguided take. I work in tech hardware sales, mostly devices, and we're going to be in this situation for a while. I don't know how youre assuming memory producer are sitting on inventory. From what I've seen, they're not. Also, demand is not going away. People and companies might not be buying right now, but that just means demand will keep building. As others have said, it's going to take at least another year or two for factories to get online so I don't see how this storm calms in a reasonable timeframe.

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RadimentriX@reddit

Dein wort in omnissiahs ohr

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onolide@reddit

I really don't think the semiconductor factories started in 2025 would be operational now, semicon factories take many years to become operational

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Teeheeman400@reddit

I hope your right. I noticed Samsung recently increased prices by a significant margin on all their SSDs on their website. Its getting way out of hand.

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Budget_Geologist_574@reddit

They build factories in less then a year?

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Responsible-Web4647@reddit (OP)

They started building in 2024

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fakemanhk@reddit

You believe factories built in 2024 can be in production immediately now?

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rCan9@reddit

If i can build a mega factory in factoria in 10hrs, why can't these multi billion dollar companies? Are they stupid?

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StrifeTribal@reddit

Nintendo, hire this guy!

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fakemanhk@reddit

It's not house building, and not to mention that you cannot build this in 10hrs

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preyforkevin@reddit

Woosh

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nbfs-chili@reddit

I used to work for a Fortune 100 company that could build huge factories in 2 years. So I think it's possible.

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Mr_SlimShady@reddit

Everything is possible in the name of family.

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User-NetOfInter@reddit

Bro you used AI to write this post. Get the fuck outta here

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RemarkableLee@reddit

Hi OP - would you mind sharing abit of your background? Do you work closely with HBM or adjacent sectors or are you purely a stock market participant?

Isn't Micron ramping up their CAPEX for fiscal '26 right? Also Hynix pursuing a listing in the US in 2H.

Samsung & Micron falling is a result of the war situation no? Notably South Korea which is one of the most impacted countries as a net oil importer. I have not seen any reports claiming that HBM demand has peaked... only blogposts & no sell-side sources.

Thank you!

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SilverstoneMonzaSpa@reddit

Hold on, OP needs to run this through ChatGPT

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RemarkableLee@reddit

Haha. Not to degrade OP or diminish his points. More to educate myself as a HBM stock holder. Hope he doesn’t take offence.

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antigibson@reddit

You're not a very clever lad, are you

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TheGuyWhoGotAway@reddit

Depending on the size of the fab you’re looking at 3 years from construction start to actually producing wafers. And that’s the first product out there door it’ll take at least another year for the fab to be at full buildout.

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AceLamina@reddit

Well as someone who's going into software development, this probably won't be the case, it's possible, but definitely not 100%

These RAM companies sends out orders in bulk, guess how much RAM these companies has already ordered throghout the years
And on top of that, only because there's less demand, doesn't mean the price will crash, it'll be cheaper, but don't expect cheap cheap
And lastly, companies like Meta who are literally spending billions to fuck consumers over still most likely aren't going to take this lightly, Nvidia will come up with another way to force renting computers

I mentioned software development because I usually get more software and hardware news earlier than most but I mainly wanted to say that you should prepare if something does not go right, this isn't one of those doom posts or whatever, just a fair warning

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AceLamina@reddit

Oh, and I mentioned Nvidia because they're teaming up with other companies to force consumer computing to be impossible, forcing everyone to rent one instead

It's how this whole OpenAI buying 40% of the global material that's used in storage happened in the first place

Just so happen that OpenAI is about to run out of investor money by next year and they just got funded for a few more months by no one other than Nvidia (and a two other companies ig)

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Low-Working-1523@reddit

I was looking at getting the latest Mobo and processor, but needing new ram for it put me off. So I think this will be good for all aspects of computer components

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Invincible1@reddit

I’m actually sticking to Geforce now for now, it’s actually not that bad. The only issue I have is no ability to run .exes or mods for games.

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Eelroots@reddit

128GB, I'm coming.

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VictoryMotel@reddit

Did you turn around a chair and sit in it backwards when you wrote this?

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dutty_handz@reddit

Lol, no, memory chips plants which started building in 2025 aren't operational ffs.

Whulethe core idea of the postbis right, damn how bad is the argumentive behind it. AI garbage user produce AI garbage arguments I guess.

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the_lamou@reddit

Jesus fuck, r/wallstreetbets is leaking. Except this isn't even one of the especially good "DD" that pretends to have done some actual research.

The memory companies aren't "bleeding" on the market — they're just getting caught up in the same exact pullback as every single other company. They're middle of the pack compared to basically every index: their share price drop is just the general trend, not anything remotely related to the need for memory or the AI market. Memory prices will go down, but it's not going to be anytime soon, and the current market idiocy is not remotely related to that happening.

Or to put another way: if OP understood how the market worked, they wouldn't be struggling to afford memory.

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mrnikkoli@reddit

How hard is it to write your own post instead of asking an algorithm to do it for you so you can act like these were your ideas?

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Puzzled_Crow_6430@reddit

You say this as I just dropped 320$ on CL 30 32 gigs of DDR5 lol

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Upbeat_Tea_4953@reddit

Nothing to do with AI hype and everything to do with the fact that retailers are losing their ass holding overhead for months because consumer sentiment is ice cold and nobody is building. There’s a reason you can get one of the best gaming chips, platinum rated power supplies, top Quality aio’s dirt cheap right now, because nobody is buying ram, storage, or graphics processing lmao. Go to MicroCenter. Every ddr5 kit is on sale right now because they know they have to liquidate overhead because NOBODY is buying a 32gb kit of consumer grade ddr5 for 500-600 dollars..

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T1Earn@reddit

copium

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R3alHumanBeing@reddit

Okay but can I sell my old DDR4 for a decent price? Or has it only been DDR5 in hot demand due to AI?

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Bruvvimir@reddit

Thanks chat

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zexrain841@reddit

let them bleed

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the_real_7@reddit

II don't know why everyone is freaking out. Yes, prices are insane, but this is a short trend and the market won't stabilize with high prices. Why do many smaller markets depend on memory, phone, PC, TV, and cars? All those markets are at a standstill. Before a big collapse happens, you can bet the government will kick in. When the market freezes, so do sales taxes. Uncle Sam isn't having it.

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JenkinsEar147@reddit

I thought or was told that the memory fabs take longer than a year to get going., so they can't just put up a few sheds and start churning out SODIMMs.

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Unicorn_puke@reddit

It's like 2028 before production is expected to be increased to outpace AI demand

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kp_centi@reddit

Why does this read like an essay AI did?

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SignificantEase3132@reddit

Wrong.

The RAM manufacturers didn't even build major new fabs. Samsung specifically stated, that they will take strategic measures to avoid oversupply in the future.

Another reason why there is no oversupply is that the production of 2026 is already sold.

The reason their stocks dropped is a reaction to the Iran war and slowly rising scepticism about AI/simply adjustment after being extremely high.

If the Iran war keeps going, energy and required resources get more expensive and their production might slow down or get far more expensive. I wouldn't bank on much cheaper RAM.

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JunkInDrawers@reddit

Wrong. If anything the only RAM prices to go down will be the server versions.

Consumer level RAM is gonna moon again since it's now capable of hosting higher quality stuff that was out of reach

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UltravioletClearance@reddit

Wild that after a decade of "just wait for x" ya'll still haven't learned that the longer you wait to buy tech, the worse it becomes. Your AI slop didn't do any research, it just did what AI does and told you what you wanted to hear.

There are no factories coming online this year. That is an objective lie. A couple startups (not the established big players) have started to build factories which may come online in 2027 or 2028. These are startups and most fail.
All manufacturing capacity is already purchased through 2027. These are long term contracts and market conditions don't matter because they were already signed. Vast majority of this production is not consumer grade DRAM so even if the bubble bursts tomorrow, the RAM companies will be left with unsellable enterprise equipment not RAM for your PC.
A vast majority of people buying RAM are buying for new PC builds, so your idea of everyone who 'don't absolutely need an upgrade today" falls apart since a majority of RAM customers do need an upgrade today.

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alinzalau@reddit

I added 5x 64 gb ram in my cart. I just keep it there so they can see I will not buy it

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xgiovio@reddit

memory usage will increase in the next 5 years at least. After the server grow, we will see on premise grow and after all iot grow. We are just at the beginning

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aardw0lf11@reddit

Add to that the new compression method developed by Google which lowers the amount of memory required for LLMs.

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staylitfam@reddit

This regarded DD belongs on r/wallstreetbets

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alwaysmyfault@reddit

I know this post was written by AI, but still wanted to comment that retailers must be absolutely insane if they think that PC builders would be willing to shell out 1k for some RAM.

PC builders are some of the notoriously cheapest shoppers. They know what things should cost, and they search relentlessly to find better deals.

So when a 64 GB of RAM kit, which should cost a couple hundred bucks, ends up going 5x the cost, nobody is going to buy that shit. Retailers are about to lose their ass on their overpriced inventory.

Retail shoppers do not have unlimited pocketbooks like the AI companies do.

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No_Spare1827@reddit

arent the stock prices back up to where they were?

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Wonderful-Lack3846@reddit

Lol it will take at least 3 years before prices go down

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Midiamp@reddit

No mention about ongoing war that causes energy crisis that will lead to massive inflation and people basically holding their money and will only spend it on primary goods like food and not on PC component so the market hasn't exactly shift that those who can buy them are still big corporations?

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Deil_Grist@reddit

The fuel shortage is going to limit production of other necessary computer parts. They'll start cutting shifts or plants like they did in 2020-2021.

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GooieGui@reddit

That's it. This post was so dumb it convinced me to buy more $mu.

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Walter-dibs@reddit

How bout GPUs?

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harrisrainy@reddit

10% for 8gb and for 16gb 35%

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Responsible-Web4647@reddit (OP)

No idea about GPUs i got mine 5090 2.7k 3 week later was above 3k

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ggRavingGamer@reddit

Yeah, Ill believe it when Ill see it.

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gabemcg@reddit

OP.desnt know what they are talking about

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Geronimo2633@reddit

In sweden they already rent ram to people as beta lmao

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pokta@reddit

Let's say it's coming down. Does it affect the price of SSD or just RAM prices? I need new nvme damn it.

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Chimaera1075@reddit

Nope. Stock is coming down because of the Iran War. That conflict has constrained the supply of oil, but more importantly for electronics, helium. They need helium to produce the chips. That shortage is effecting silicon foundries.

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Penguins83@reddit

Less then 2 years ago I purchased 64gb of g.skill ddr5 6400mhz. I knew ram went up in price but I didn't realize how much until I saw my purchase history.... $2100!!!!! Wtf!

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boogaloo9214@reddit

This is just wishful thinking or karma farming, using AI-generated posts (oh the irony). Ok, so it won't be 350% more expensive than it used to be, only 310%. Great. Amazing. The future is bright.

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Common-Ad6470@reddit

Let the scalpers burn on their stockpiles of RAM…👍

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ShortBrownAndUgly@reddit

I hope you’re right. I did read about Altman reneging on promises to buy absurd amounts of ram

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_gadgetFreak@reddit

I've been seen similar positive news for months now, except prices coming down.

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Responsible-Web4647@reddit (OP)

Some Sellers selling with 10 to 12% off rn but it will take time for a massive drop

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Sybertron@reddit

Current price drop reflects investors pulling back knowing how this market is likely to crater. So hopefully you are correct

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St4rfury1337@reddit

Great. Just ordered 64 gb last week.

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chaos_battery@reddit

Same. I just had a new system built and my old one was 12 years old so it was really time to pull the trigger. I hate that I paid $800 for 64 GB of RAM but in hindsight with my bill rate, it took me a little less than 6 hours of work to pay for the difference.

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sob727@reddit

This is such an uninformed and misguided take.

Production is going to take a hit because of events in the middle east. Demand is not cooling, but supply is going to. That means less revenue for chipmakers, but not lower prices.

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Ryokurin@reddit

It takes 3-5 years to get a semiconductor factory running. The ones that are coming online this year were started in the 2021-23 time space. There will be more coming online between now and 2028 but they were all planned to account for 7% annual growth during that period.

Almost everyone overbuilt after 2020 chasing the demand, and they all lost money when the prices tanked. They aren't making the same mistake this time. The stock price drop isn't because of the lack of demand, it's because they aren't going to make the revenue they thought they would because it was scarce. will prices drop? Yes, but probably not to the level we saw the first half of last year.

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ikk_ah@reddit

As long as you write article with AI, instead of short content

And I summarize you 20 paragraphs with AI

We will be in the bubble

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MSCOTTGARAND@reddit

I thought it was confirmed that they weren't boosting production and the Micron plants wouldn't be operational until 2027/28 and 2030 for their US plants. I would be interested to see where they are opening these sooner, considering they just broke ground on the New York one, and the Idaho plants are still being built.

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MasterDroid97@reddit

Samsung and SK Hynix went down because the ants (retail investors) in SK panicked and took profits when the Iran War started. They were massively overbought at that time and combining this with the oil dependency of the Asia region, they had it coming. Moreover, 50% of US data center projects planned for 2025 were delayed or cancelled (can't remember if it was 2025 or just a prediction for 2026) due to material shortages.

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The RAM Price Crash is coming

Can't wait. That's my daughter's last year's Christmas present finished then.

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