I fully disagree that memory will be cheap in 2028. Please feel free to come and ping this thread in 2028 to tell me Im wrong.
My firm belief is that memory will continue to increase in price through the end of 2027 and likely level out in 2028. The price will not go ‘down’ in the next few years.
New technologies will be introduced, but all consumers and corporations want the latest and greatest. Demand will far outstrip supply for the foreseeable future.
Edit: just to add, if you keep up with the news and financial disclosurers, all the output from those new fabs has already been presold to the usual suspects.
I fully disagree that memory will be cheap in 2028. Please feel free to come and ping this thread in 2028 to tell me Im wrong.
My firm belief is that memory will continue to increase in price through the end of 2027 and likely level out in 2028. The price will not go ‘down’ in the next few years.
New technologies will be introduced, but all consumers and corporations want the latest and greatest. Demand will far outstrip supply for the foreseeable future.
Edit: just to add, if you keep up with the news and financial disclosurers, all the output from those new fabs has already been presold to the usual suspects.