UBS predicts DRAM prices will surge 32% in Q3 as AI demand strains memory supply chains

Elon needs to make Terafab ASAP to break up the memory racket's strangle on the AI supply chain

@beffjezos Isn’t the terafab meant for internal use, not for selling capacity to external customers?

@beffjezos Why is there only one Elon being able to address structural issues like that? Its puzzling no one else we can rely on

@jukan05 @beffjezos Yeah, I think it’s meant for Tesla, SpaceX, and xAI.

@rohanpaul_ai so it's not even abt consumer demand anymore, it's literally ai datacenters outbidding regular ppl for the same ram chips. we're competing with server farms for laptop memory now and losing 😭

@rohanpaul_ai 抬升大宗商品价格，对实体经济造成挤压效应。ai基建的大规模融资已经成为了宏观经济的负面影响因素。

@rohanpaul_ai undersupplied until 2028 means this isn't a cycle, it's the new floor. price your roadmap accordingly

@rohanpaul_ai this whole memory crunch is just the market finally pricing in actual demand signals instead of speculative bullshit. good.

@rohanpaul_ai And the Chinese will make all the money, as usual. 😉

@jukan05 @beffjezos A DRAM process can be used for anything tho

@rohanpaul_ai Strong AI demand is clearly outpacing memory supply right now. The sharp price increases expected this year reflect how quickly infrastructure needs are growing.

@rohanpaul_ai AI's memory appetite is really driving up those prices and stretching supply, quite the market dynamic to follow.

@rohanpaul_ai This price gouging is getting ultra ridiculous at this point...

@rohanpaul_ai Feels like memory is becoming one of the clearest bottleneck signals in the AI buildout. The capex cycle is showing up well beyond GPUs now.

@beffjezos Ughh I had 64GB in my cart a week before everything went dumb and didn't pull the trigger... such regret *cries in 16GB*

@beffjezos Memory dependency is the real bottleneck here, not compute.

@TheBroskiUSA @beffjezos Elon is a dreamer and most importantly a builder. He doesn't gaf about the money. All his peers are driven by money.

@rohanpaul_ai DRAM +32% QoQ feels secular until you recall memory margins mean-revert every cycle. Those same price spikes pull forward the supply that caps next year. That's a peak signal, not a new normal.

@rohanpaul_ai Everyone's watching GPU prices. Memory is the bottleneck nobody's talking about loudly enough