05-07-2018, 09:38 AM
https://www.gamersnexus.net/industry/329...-gn-report
Quote:As memory demand has continued to climb, memory suppliers have changed their objectives: Micron publicly stated that the company is no longer interested in gaining marketshare, and is instead focusing on profits. Other companies could follow suit, and if that’s the case, that means competition slows down and profit goes up in conjunction with prices. In speaking with our sources at suppliers, we’ve learned that these companies are making more money than ever before, and that they treat everyone who isn’t a server or enterprise company as lower priority. The margins are made in enterprise, and that means DRAM makers like Corsair, Adata, et al. are forced to increase their sale price to retailers to account for the higher supply prices.
We also mentioned to our sources that some analysts had projected memory prices as returning to normal come the end of 2018, to which our contacts laughed and noted, “yeah right, not any time soon.”
We’ve now detailed consumer prices (in part 1) and supplier prices (in this part). We’ll continue to follow this story as our software scrapes pricing data.