Seriously, I hope #CXMT & #YMTC really kick #Micron, #SKhynix and #Samsung in the groin for their #DRAM & #NAND #cartels!

https://www.youtube.com/watch?v=qzfhhAfxK-A&t=3326s

#Cartellization #RAMshortage #SSDshortage #RAM #SSD #QLC #TLC #DDR5 #DDR4 #shortage #AIslop #Greedflation #PRC #China #Memory

Looks like #Intel may also be joining the return-to-DDR4 bandwagon. #DDR4 #RAM

https://www.tomshardware.com/pc-components/cpus/intel-reportedly-preparing-surprise-return-to-ddr4-systems-with-raptor-lake-next-ddr4-platform-slated-for-the-first-half-of-2027-on-the-lga-1700-socket-takes-a-page-from-amds-book-by-extending-budget-platform-longevity

Unlike the #EU, the "P.R." #China isn't doing #SouvereignityWashing but actually bluntly admits it's issues and focusses on it.

https://www.youtube.com/watch?v=qzfhhAfxK-A&t=579s

Also they want to go >40% #renewables!

#Memory #RAM #DRAM #Flash #TLC #QLC #SSD #SSDs #DDR4 #DDR5 #Tech #silicon #Fabbing #Fabrication #PRC

The problem with #PriceFixing #Cartels - post and present - is that like in 2005 [¹] - too few #Execs face[d] #JailTime and all these #Corporations did was pay lousy #fines they could even #writeoff on their #Taxes!

And now we see the same again, with #Flash ² & #DDR4 + #DDR5 #RAM ³.

Since the #FTC under the #Trump is filled with #AIslop - #TechBros, @EUCommission should enact #PriceCaps [as of 06/2025 spot]!

¹: https://www.youtube.com/watch?v=jVzeHTlWIDY
²: https://www.youtube.com/watch?v=-O6FQFhNhiw
³: https://www.youtube.com/watch?v=9hLiwNViMak

An analyst note in early June called a mid-2026 peak for DRAM and NAND prices, and it made headlines. The actual market data is more interesting. Conventional DRAM contract prices rose 93–98% in Q1 and are still rising in Q2 — but spot buyers have started balking at higher quotes, and NAND spot trading has gone quiet. The first sign of strain isn't falling prices. It's fading demand.

https://www.buysellram.com/blog/dram-nand-prices-mid-2026/

#DRAM #NAND #DDR5 #DDR4 #MemoryPrices #Semiconductors #DataCenter #EnterpriseIT #SSD

An analyst note in early June called a mid-2026 peak for DRAM and NAND prices, and it made headlines. The actual market data is more interesting. Conventional DRAM contract prices rose 93–98% in Q1 and are still rising in Q2 — but spot buyers have started balking at higher quotes, and NAND spot trading has gone quiet. The first sign of strain isn't falling prices. It's fading demand.

https://www.buysellram.com/blog/dram-nand-prices-mid-2026/

#DRAM #NAND #DDR5 #DDR4 #MemoryPrices #Semiconductors #DataCenter #technology