alt Hacker NewsI don't know what companies will be around 5 years from now, but I would bet there will be more demand for RAM and the price per GB will be at least what it was before this price shock.
I don't know what companies will be around 5 years from now, but I would bet there will be more demand for RAM and the price per GB will be at least what it was before this price shock.
RAM is a very cyclical market, historically. You can look at $MU historical charts and kind of see that it trades like a cyclical (compare it to $RIO, for example).
Cyclical companies are easily burned by investing in infrastructure right at the peak. It happens all the time with little mining companies, and I think DRAM manufacturers are sort of the mining companies of tech.