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RAM prices haven't crashed yet and it'll take time because it has to propagate within the supply chain. Micron is -20% from the top already https://www.investin
by martinvol 6mo ago
RAM prices haven't crashed yet and it'll take time because it has to propagate within the supply chain. Micron is -20% from the top already https://www.investing.com/equities/micron-tech https://www.investing.com/equities/micron-tech
Stock price is the best forward indicator I can think of
- cwillu 6mo agoThat might be true, but it's still straightforwardly wrong to say that RAM prices have crashed, and it calls into question everything else they write.
- martinvol 6mo agoyeah good point, although it's just one of all the catalysers I mentioned. I fact I had written most of the post already before I saw the news about RAM.