I'm expecting it to somewhat collapse. I don't know if it'll go back to pre bubble prices (here's to hoping), but I do expect a pretty sharp decline around 2030... probably not before then.
Basically everyone that makes memory is building new fabs, meanwhile I'm not sure how much longer AI datacenter demand for ram will last. I think the decrease in AI ram demand and the new fabs will likely coincide leading to a collapse in pricing.
That is, of course, assuming the memory manufacturers don't pull their favorite trick and collude.
Basically everyone that makes memory is building new fabs, meanwhile I'm not sure how much longer AI datacenter demand for ram will last. I think the decrease in AI ram demand and the new fabs will likely coincide leading to a collapse in pricing.
That is, of course, assuming the memory manufacturers don't pull their favorite trick and collude.