Exec Warns That Continued Price Hikes for Memory Will Become the New Normal, Lasting Well Beyond This Decade

Peter_Brosdahl

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The current rampocalypse may be more than a short-run event, as one exec is now projecting its effects to be the new norm rather than the exception. A Lenovo exec speaking at ISC 2026 has indicated that projections regarding memory pricing are showing that price increases for memory components will continue into 2030 and possibly […]

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My sentiments exactly.

Personally I hope these forward statements by CEOs lead to a massive increase in production capacity and the market is flooded so prices are forced to drop.
Not going to happen. Here is the manifesto. Avoid oversupplying the market. Expand production only when profitable demand exists. Don't repeat previous boom-and-bust cycles. Use long-term contracts instead of speculative production.

Just in time manufacturing and post human malware demand falling off a cliff was instructive for them. We will be the only ones getting shafted this go around.
 
The GPU hegemony will end as soon as a large enough LLM-on-chip is released. That will be a lot faster and if it gets 90% of the work done, there will be very few niche cases left to load up GPUs with LLMs.

 
The GPU hegemony will end as soon as a large enough LLM-on-chip is released. That will be a lot faster and if it gets 90% of the work done, there will be very few niche cases left to load up GPUs with LLMs.

Sounds like.tje ant company will want to rule the roost.
 
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