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Just caught this market signal on DRAM prices - looks like the growth momentum is actually cooling down. Apparently we're seeing a shift from that crazy 70%+ surge in Q1, with predictions pointing to a 30-50% increase range for Q2. Pretty significant slowdown if that holds up.
What's interesting though is it's not uniform across the board. DDR4 is expected to plateau harder, while DDR5 and LPDDR5X still have some runway left. So DRAM prices aren't moving in lockstep - different product categories are on different trajectories. The market's getting more nuanced rather than everything just pumping together.
Worth watching if you're tracking component costs or supply chain stuff. The DRAM pricing story is shifting from 'everything's going up' to 'it depends which type you're looking at'.