How much of is this is actually due to the AI hype cycle, and what's the impact of the global energy clusterfuck that is the Strait of Hormuz?
How much of is this is actually due to the AI hype cycle, and what's the impact of the global energy clusterfuck that is the Strait of Hormuz?
I was also wondering if it will result in Helium shortage and even higher prices the next few years, then/if it will be all over, new fabs might also come online and it will be the opposite - a glut. I believe that follows the historic pattern of boom and bust cycles of chip production.
DRAM prices were in the stratosphere late last year, pre-dating the Iran war by 4+ months.
Yeah, the prices are actually down a few pp compared to record highs recorded before the war. The war might even exert some downward pressure. It increased the cost of living, thus reducing demand for comparative luxuries like new devices. Laptop and smartphone markets are contracting heavily right now, even for devices with stable prices enabled by long-term RAM procurement.