Memory chip stocks shed $100B as AI-driven shortage trade unwinds(ft.com)
ft.com
Memory chip stocks shed $100B as AI-driven shortage trade unwinds
https://www.ft.com/content/e4e15692-187e-4466-832e-ec267e792292
4 comments
Full article text: https://removepaywalls.com/https://www.ft.com/content/e4e156...
I'm guessing this is going to cause a significant RAM price drop very soon? *fingers crossed*
Seems like no:
> However, analysts were not convinced this week’s sell-off was warranted. The implications for memory and computing were “neutral near term”, Morgan Stanley added, as lower AI costs would likely increase overall demand.
> However, analysts were not convinced this week’s sell-off was warranted. The implications for memory and computing were “neutral near term”, Morgan Stanley added, as lower AI costs would likely increase overall demand.
Looks like it's already starting to drop. Not nearly enough, but it's a start.
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