Topic
Topic covering price trends for memory chips and modules, including DRAM, DDR4/DDR5, and NAND and NOR flash, across retail and contract markets.
TSMC has confirmed talks with SpaceX on Terafab, wccftech.com reported, in the same week Elon Musk praised Micron's pricing on future memory. The Samsung-side complaints that followed rest on one engineer's unverified post on X.
Reality
Elon Musk called memory pricing 'extortionate' and praised Micron, whose latest quarterly gross margin was 81%. Tom's Hardware reports market insiders and analysts expect shortages through at least 2028, and hardware budgets have to cover that horizon.
Perspective Coverage
3 publishersReality
Qualcomm CEO Cristiano Amon says AI firms want phones running 100-billion-parameter models continuously by 2028, more than triple his newest chips' limit. Most of Qualcomm's plan for closing that gap is memory, the cost Amon says already deters phone upgrades.
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The parts that hold boot code in routers, cars and factory equipment are caught in the AI memory crunch. The fabs that make them have a straightforward financial reason to keep cutting that capacity.
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Lip-Bu Tan told an AI infrastructure forum in Santa Clara that memory supply is delaying projects and making parts hard to secure for cheaper devices; the price multiple reported alongside him is harder to use.
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Counterpoint puts Micron a single point behind SK Hynix in Q2 2026, but the $2.59bn revenue gap narrowed mostly because SK Hynix grew at two-thirds of the market's rate, and the makers outside the Big Three grew faster than either.
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Tom's Hardware tracks DDR5 up near 500% in twelve months, and hyperscale buyers have reportedly pre-bought almost all of 2027's global DRAM output. Deferring the purchase is not a plan.
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