i’m seeing some estimates stating ram prices are going to jump 400% by the end of june 2026. major price increases are inbound.

here is some of the information i’m seeing:

  1. Memory shortage deepens, extending boom for Korean chipmakers
  2. Samsung expects memory shortage to worsen through 2027 and last until 2028
  3. SK Hynix CEO sees worst memory shortage in 2027, demand to outstrip supply beyond 2030
  4. SSD and memory price to remain high at least until 2029?
  5. Micron: Memory Crunch Outpaces 20% Supply Growth
  6. Price of SSDs in 2026: why it’s a panic (and when it will calm down)
  7. The Rising Cost of RAM & SSDs: What’s Happening, Why It’s Happening AGAIN and What Comes Next
  8. Riding the AI Supercycle: Navigating the 2026 Memory & Storage Market
  9. Electronic Pricing Pressures Will Last Beyond 2026
  10. Memory’s $200B Inflection
  11. Micron Is Up 900%. Here’s Why the AI Memory Trade May Still Have Room to Run
  12. Memory & HBM
  13. Prediction: Micron Could Be the Most Important AI Stock After Nvidia
  14. Memory Will Cost Cloud Giants More Than GPUs by 2027: NVIDIA Uses That to Justify 15% Server Hike
  15. Gartner Says Surging Memory Costs Will Reduce Global PC and Smartphone Shipments in 2026

prices may never come down again.

“post consumer computing”

  • SuspiciousCarrot78@aussie.zoneEnglish
    1·
    3 hours ago

    Vintage computers - Amigas, C64s, old Macs etc - yeah, that’s a fixed and shrinking pool. Supply only goes one direction.

    But WYSE thin clients, last gen ThinkPads…these aren’t rare. They’re surplus.

    Corporate refresh cycles are a constant feed. Every time a business upgrades 500 desktops, 500 units hit the second-hand market. It’s not mining a finite seam, it’s fishing a river that keeps getting stocked by people who want the new shiny thing.

    The opportunity isn’t scarcity, it’s that most people won’t look there. That’s a different dynamic entirely imho.

    Will it get more expensive if everyone starts buying it? Maybe. But most people *won’t * go out looking for enterprise surplus when they want a new computer - they’ll go to OfficeWorks (to use a local big box) or order from Amazon. That’s the whole point. The seam exists because the average punter isn’t digging there.