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Capitalism: DRAM prices
  • PC DRAM growing 30% q-o-q in Q4 and expected to grow another 40% in Q1.

    It is always consumer who pays for banquet.

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  • The ASP of DRAM chips is forecast to rise 5% sequentially in the third quarter of 2017, as supply remains tight, according to DRAMeXchange.

    Cool

  • And here you can see results

    Micron Technology, Inc., (NASDAQ:MU) today announced results of operations for its second quarter of fiscal 2017, which ended March 2, 2017. Revenues for the second quarter of fiscal 2017 were $4.65 billion and were 17 percent higher compared to the first quarter of fiscal 2017 and 58 percent higher compared to the second quarter of fiscal 2016.

    "Strong demand and limited industry supply for NAND and DRAM solutions, combined with significant progress on our cost reduction plan, produced excellent results for our second quarter," said Micron CEO Mark Durcan. "I'm proud of the team's execution on critical technology and operational initiatives, which will allow us to continue to capitalize on market trends."

    Huh

    With adequate profit, capital is very bold. A certain 10 percent will ensure its employment anywhere; 20 percent certain will produce eagerness; 50 percent, positive audacity; 100 percent will make it ready to trample on all human laws; 300 percent, and there is not a crime at which it will scruple, nor a risk it will not run, even to the chance of its owner being hanged.”

    T.J. Dunning

  • Contract prices of eMMCs have risen 15-20% on average in the first quarter of 2017, while those of SSDs have gone up 10-15%, DRAMeXchange indicated. The price rally in the SSD contract market during the quarter will also be the highest in almost two years, DRAMeXchange said.

  • Picked up 16GB of G.Skill DDR4 three weeks ago @ $85. Same kit is now $120... it's really taking off like a missile!

  • Contract market prices of server DRAM modules have risen nearly 40% on average from the same point in the prior quarter, and will continue their growth in the second quarter.

    Same shit with server RAM.

  • Bad, bad, bad! Similar thing happens with NAND prices.

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