Memory chip stocks shed $100B as AI-driven shortage trade unwinds ft.com 21 points by cjs_ac 15 hours ago
cjs_ac 15 hours ago Full article text: https://removepaywalls.com/https://www.ft.com/content/e4e156...
pogue 14 hours ago I'm guessing this is going to cause a significant RAM price drop very soon? *fingers crossed* roxolotl 13 hours ago 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.
roxolotl 13 hours ago 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.
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.