They said on the last earnings call, and again today, that memory supply will not meet demand until the next decade, and possibly beyond. Don’t expect prices to drop. And if you're waiting for them to come down, it's honestly probably better to just bite the bullet.
Memory supply won't meet demand until next decade, Andrew Curran says
AIAndrew Curran says memory suppliers said on their latest earnings call and again today that supply will not meet demand until the next decade, possibly longer. He says memory prices are unlikely to fall, so waiting for lower prices may be a worse choice than buying now.
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SK HYNIX: EXPECTS DEMAND TO OUTPACE SUPPLY THROUGH 2030View quoted post on X
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Original title: They said on the last earnings call, and again today, that memory supply will not meet demand until the next decade, and possibly beyond....