Is that really the cause of this price increase? I still don't understand if this price surge is specifically for the US (https://news.ycombinator.com/item?id=45812691) or if it's worldwide, I'm not sure I notice anything here in Southern Europe, so either that means it's lagging and I should load up RAM today, or this is indeed US-specific. But I don't know what's true.
> that means it's lagging and I should load up RAM today, or this is indeed US-specific. But I don't know what's true.
This is a global issue that is most severe in the US due to its share of hyperscalers and their, uh, scale. You may not feel the effects yet, but it is matter of time until someone notices your market has a RAM glut, while 30-55% of their orders aren't being fulfilled.
In all likelihood, the supply channels to your locality have a low turnover rate, and DRAM has a long shelf-life. If the high prices stay high for long, it's going to impact prices when your retailers try to restock. If the price shock ends soon, your retailer may not even notice it. Whether you ought to buy or not depends on your outlook on how things will shake out
In the US some of it could be tariffs. Micron is a US company with some US fabs but most of theirs are in other countries and Samsung and Hynix are both South Korea.
U.S. tariffs inadvertently kept prices low, due to stockpiling of memory when prices were cheap, before tariffs took effect. As that inventory is depleted, new supply chain purchases are much more expensive and subject to tariffs.
I did (https://news.ycombinator.com/item?id=45812691), the RAM I bought in March 2024 currently costs about the same as when I bought it, seems the price stagnated rather than increased for that specific example.
Do you have some concrete examples of where I can look?
