Pinned
DRAM demand is bifurcated
- datacenters: inelastic
- consumers: elastic
Means when DRAM prices go up, consumer demand will go down
But inelastic datacenter market gobbles up all the surplus supply
In the meantime, inflation for consumers
Yes, more supply coming online
Memory is eating the world
When consumers feel the heat, you know its a problem.
While big-3 memory companies are enjoying sweet-sweet profit margins…the rest of the electronics market is cracking under pricing pressure.
- GoPro is more like GoingUnder
- Apple products 10-30%
