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|    CONSPRCY    |    How big is your tinfoil hat?    |    2,445 messages    |
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|    Message 2,357 of 2,445    |
|    Mike Powell to All    |
|    More RAM misery?     |
|    07 Feb 26 11:25:11    |
      TZUTC: -0500       MSGID: 2115.consprcy@1:2320/105 2deca5aa       PID: Synchronet 3.21a-Linux master/123f2d28a Jul 12 2025 GCC 12.2.0       TID: SBBSecho 3.28-Linux master/123f2d28a Jul 12 2025 GCC 12.2.0       BBSID: CAPCITY2       CHRS: ASCII 1       FORMAT: flowed       More RAM misery? The bad news keeps coming as analyst firm warns of an       'unprecedented and record-breaking surge' with price hikes              By Darren Allan published yesterday              Meanwhile, a PC maker fires off another worrying warning               Counterpoint Research has published a new report on RAM pricing        It predicts that PC RAM will nearly double in price this quarter        On top of that, a PC maker has sounded alarm bells about rising component       prices - and it's one of many              If you were keeping your fingers crossed for some more optimistic news about       the RAM crisis - because we've had glimmers of that, lately - then those       hopes will be dashed, I'm afraid, by the latest developments which are       distinctly negative.              The main point of interest here is that we have a new report from Counterpoint       Research which observes that memory prices have nearly doubled in Q1 2026 so       far, compared to the same period in the final quarter of 2025.              The firm informs us: "Memory prices have risen by 80%-90% QoQ in Q1 2026 so       far, according to the February issue of Counterpoint's Memory Price Tracker,       marking an unprecedented and record-breaking surge."              That's not comforting language, of course, and while we're told that the       primary force behind these huge price hikes is the increase in the cost of       server RAM, memory modules for PCs have experienced a very similar rise.              Counterpoint singles out DDR4 RAM for laptops (SoDIMMs), of which one 8GB stick       witnessed a price rise of 35% in Q4 2025 (quarter-on-quarter), with a currently       estimated leap to a 91% increase for Q1 2026 compared to the previous quarter.              Server RAM will end up at 98% more in this quarter, and even NAND modules for       storage are going to see a major leap in Q1 2026 - a predicted 100%       quarter-on-quarter increase in fact. Nasty.              Analysis: industry-wide memory misery              Counterpoint is essentially telling us that all kinds of memory is going to be       hiked in price in a big way this quarter, from PC RAM to server RAM, to HBM       (High Bandwidth Memory, top-end modules for AI use), and indeed through to NAND       for SSDs. As the analyst firm puts it in a nutshell: "the market is witnessing       a full-throttle upward trend across all segments."              Meanwhile, we're hearing much the same story from other analyst outfits -       like TrendForce, which is predicting that DRAM pricing is going to rise by 50%,       or possibly a bit more, in Q1 of 2026.              Nearer to ground level in this components crisis, PC makers are also warning of       hard times ahead for RAM costs, and the latest in that respect is PowerGPU, a       custom gaming PC builder in the US.              Tom's Hardware noticed that PowerGPU posted on X to say that "we just got word       that SSD and other part prices have gone up again" and to "expect price       increases by early next week" on the firm's PCs. Presumably those 'other parts'       are RAM, of course, and possibly GPUs too which are facing their own issues due       to the scarcity of video memory.              It all sounds rather ominous, and PowerGPU's statement adds to the heap of such       warnings from various PC makers we've received late last year and during these       early stages of 2026.              While there have been some more positive glimmers around the RAM crisis       recently, as noted at the outset - like a snapshot of DDR5 pricing levelling       off - the overall sentiment is very much negative, with forecasts of not just       more price increases, but huge ones. Whether that's 50% or 100% spikes during       this current quarter - take your pick from the pessimistic predictions - it       seems like we're in for a lot more pain, whether buying standalone RAM or PCs       (or indeed graphics cards).              It's likely that PC makers are going to try to find ways to at least partially       mitigate this RAM price misery, which could mean relying on lesser memory       configurations with laptops - turning the clock back to use more 8GB loadouts       - or indeed creative fudges such as Maingear's BYOR or 'Bring Your Own RAM'       concept.              https://www.techradar.com/computing/memory/more-ram-misery-the-bad-news-keeps-c       oming-as-analyst-firm-warns-of-an-unprecedented-and-record-breaking-surge-with-       price-hikes              $$       --- SBBSecho 3.28-Linux        * Origin: Capitol City Online (1:2320/105)       SEEN-BY: 105/81 106/201 128/187 129/14 305 153/7715 154/110 218/700       SEEN-BY: 226/30 227/114 229/110 134 206 300 307 317 400 426 428 470       SEEN-BY: 229/664 700 705 266/512 291/111 320/219 322/757 342/200 396/45       SEEN-BY: 460/58 633/280 712/848 902/26 2320/0 105 304 3634/12 5075/35       PATH: 2320/105 229/426           |
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