I’m sure we’re all aware of the memory price increases due to the AI hype, but it’s helpful to see the trends over time. Heck, maybe these graphs could be a good indicator to watch for if/when the bubble pops.
I’m sure we’re all aware of the memory price increases due to the AI hype, but it’s helpful to see the trends over time. Heck, maybe these graphs could be a good indicator to watch for if/when the bubble pops.
Fair point. I can see how a bubble burst might not recover those discarded wafers, assuming that story is true. However, I’d still imagine that if the bubble did burst, there would naturally be a reduction in demand for memory, and that would cool prices at least a bit. Certainly time will tell. It’s still difficult to predict the direction this is all going in.