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re: Prices are out of control
Posted on 10/6/26 at 1:01 pm to Dallaswho
Posted on 10/6/26 at 1:01 pm to Dallaswho
oh i think it will just take that long for them to scale, micron and hynix know this is coming, when the market overcorrects memory will basically be free and they both might be out of business.
Posted on 10/6/26 at 1:10 pm to j1897
I hope so. I sold a several hundred MU shares for just under $200. Paid under $40 for it. I can’t look at what they’re at now. Probably missed out on a free house. Memory is cyclical AF.
Posted on 10/6/26 at 2:03 pm to Dallaswho
I have well over 2TB of DDR3 ECC RAM sitting idle...at the current trajectory, in 6 months it may be considered a retirement plan.
Posted on 10/6/26 at 4:11 pm to bluebarracuda
quote:
I had an 18tb drive fail on me last week... That's not going to be a fun bill to explain to the wife
Don't ask for permission ask for forgiveness.
Posted on 10/6/26 at 7:20 pm to j1897
quote:
micron
I have a buddy that works for them. Him Right now...
Posted on 10/7/26 at 8:48 pm to LemmyLives
quote:
Totally different than general data centers with workload that can move with a click.
I mean Micron announced they were abandoning their consumer business to supply AI Datacenters.
Just said eff it we out on the consumer ram and SSDs
This post was edited on 10/7/26 at 8:49 pm
Posted on 10/9/26 at 6:42 pm to LemmyLives
quote:
Totally different than general data centers with workload that can move with a click
Yes actually.
Posted on 10/11/26 at 12:36 pm to SG_Geaux
The fear for memory manufacturers now is that prices are so high that everyone is turning to Chinese manufacturing to fill the void. Now they are expanding rapidly. As memory is a cyclical business, the rise of CXMT will be crashing the big 3 quickly.
CXMT has doubled market share in 1 year and ramping up capex to build consumer products left in the void of Micron.
The big 3 are racing to secure long term deals, at high prices. Which could actually be terrible for anyone locking in if prices fall fast.
Cheap chinese products will be even cheaper than before relatively speaking
CXMT has doubled market share in 1 year and ramping up capex to build consumer products left in the void of Micron.
The big 3 are racing to secure long term deals, at high prices. Which could actually be terrible for anyone locking in if prices fall fast.
Cheap chinese products will be even cheaper than before relatively speaking
Posted on 10/12/26 at 8:54 am to UltimaParadox
i just bought 4 samsung 990 SSDs 1TB for $240/ea
just held my nose. i needed to harden my proxmox setup for the 2 systems i'm building so i'm creating a ZFS mirror and moving to brand new SSDs. i would have rather gone with 2 or even 4TB models but i'm not paying those kinds of prices. there is more than enough room for what i'm doing for now with these and eventually i hope these prices come down.
just held my nose. i needed to harden my proxmox setup for the 2 systems i'm building so i'm creating a ZFS mirror and moving to brand new SSDs. i would have rather gone with 2 or even 4TB models but i'm not paying those kinds of prices. there is more than enough room for what i'm doing for now with these and eventually i hope these prices come down.
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