As we instructed you on the finish of October, the value of reminiscence is exploding. However, issues haven’t stopped within the meantime, as we’re speaking a couple of 55% improve within the value of 256 GB chips! If costs stay secure in the intervening time, this will likely not final!
Rising reminiscence costs to make up for losses!
What we’ve realized from our colleague is that costs for SSD and RAM merchandise might be set to rise sharply. Indeed, the Spanish media stories that important value hikes are underway. The value of sure chips is about to soar by 55%, notably 256 GB fashions, whereas 512 GB fashions are mentioned to have doubled (from July to November).
If the impact has not but been felt on the invoice, it will likely be quickly. There’s all the time a delay of some weeks/months earlier than the impact is felt on the ultimate invoice… Time to promote stock at previous costs, usher in new inventory, and so on.
Finally, the causes of this improve are the identical as in October:
- Samsung is chopping again manufacturing to give attention to ever finer engravings.
- Manufacturers increase costs to compensate for losses
- Stocks are regularly being depleted, and demand for smartphones and tablets is selecting up once more
- A historical past of reductions granted by Micron and Hynix undermines bargaining energy reworked into provider benefit.
All this creates a disaster state of affairs the place the value of reminiscence actually explodes. So the conclusion stays the identical as with laborious disks: when you have purchases to make, make them now, it’ll absolutely prevent cash.
