Memory prices aren't just cycling—they're in a structural dislocation that could last through 2028. DRAM has risen 4x year-over-year, driven by helium shortages and production constraints. The shock is reshaping OEM economics and hardware costs. Analysis: https://post.kapualabs.com/5bzwprhm #Semiconductors #Memory #SupplyChain #HardwareEconomics $MU $SMSN $HXSCL