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by ZenoArrow 2 hours ago
Except the increase in prices is not tied to M2 in this case. It's clearly a matter of supply not matching demand, as a result of changes in priorities of computing equipment manufacturers. You don't have to look at M2 to understand that Micron, Samsung and SK Hynix deprioritising DDR memory over HBM for AI data centres has led to the rapid increase in prices for consumer-grade RAM.
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Margins for consumer were wider vs HBM before killing Crucial, and still is today. Something else is going on...