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by flyinglizard 5 days ago
They hold value as there is insane demand. The same reason a consumer RTX4090 costs more today than bew in 2021. Once the tide drops enough for hardware lead times to shorten to weeks, they will go the way of other used DC hardware - written off after 5 years.
1 comments
johndough 5 days ago
> Once the tide drops enough for hardware lead times to shorten to weeks

Which will not be any time soon according to SK Hynix CEO:

> We still forecast that customer demand will remain higher than our supply capacity even beyond 2030

https://www.reuters.com/world/asia-pacific/sk-hynix-ceo-sees...

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Imustaskforhelp 5 days ago
For what its worth, SK Hynix CEO has every incentive to show that RAM prices will remain high for as long as possible because that is the only thing which is floating their evaluation to such astronomical amounts.

Independent estimates sort of show around 2027-28 from what I remember.

I remember reading some article which said that RAM prices are already going down from its peak slowly (IIRC I can be wrong, I usually am but 3-5% month from its absolute peak) but the current RAM prices are still astronomical given past rates but the RAM prices will slow down hopefully sooner rather than later.

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flyinglizard 5 days ago
No one knows. There's a known bullwhip effect in supply chain [0], and DRAM makers are pretty far out along the supply chain. Just like it ramped up wildly it will stop even faster.

[0] https://en.wikipedia.org/wiki/Bullwhip_effect

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