The Kobeissi Letter
Global memory chip prices are skyrocketing:
Dynamic random-access memory (DRAM) spot prices are up to a record average of $30.0.
In fact, average spot prices for 16GB DDR4 are now up +2,352% YoY to $76.9.
At the same time, 8GB DDR4 prices surged +1,873% YoY, to $28.9.
8GB https://t.co/TkqSvIdblO