CEO says his products are worth more and will continue to increase in value.

Shocking.

Buy now! Quickly! Things will only get worse if you wait! I'm telling you this because I'm such a nice guy!

-- Salesman

Fucking cartel bastards.

So, should I hold onto my 8GB SODIMM or should I cash in?

Guy selling memory says buy memory now it's only going to get more expensive?

I'm getting Chinese ram then fuck it.

Micron CEO said they expected industry supply to improve gradually in 2028, but couldn't predict when supply would catch up with demand.

Why would they want balanced supply and demand? Scarcity affords them a higher margin for the same output. With so few competitors there currently seems to be little reason for them to try and meet demand.

So... How those Chinese ram sticks are going ? Good, nice, now i gonna ditch another segment of western market for affordable asian tech...

This of course assumes the bubble doesn't pop, and is presumably driven by memory purchase contracts with AI companies consuming all supply at peak pricing with 5-year terms. If OpenAI or Anthropic run out of investor money tomorrow, those contracts will be worthless and supply will recover (even if HBM capacity can't be instantly reconfigured to consumer).

While I don't expect it tomorrow, OpenAI has signaled a future of constant price increases with their new $500 monthly tier replacing their $200 tier, and it's likely we're in the start of the death spiral as subsidized supply ends, demand plummets in response, and unprofitable companies start folding. But the AI market market has remained irrational for much longer than it should have.

(Just a reminder to roll back your overclocks while we huddle for warmth during tech winter.)