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Graphics card prices in Korea may climb as much as 30% from August. On August 1, Xbox consoles went up $100 to $150 worldwide and the 2TB Series X was discontinued outright, with Microsoft citing console storage and memory costs up more than 2.5x. Intuition says an AI buildout is a GPU buildout, so accelerators…
Read MoreMemory and storage spent most of July moving in opposite directions, an unusual split in this cycle. In the final week, NAND reversed and joined DRAM on the way up. TrendForce’s DDR4 8Gb spot benchmark rose from $36.00 on June 30 to $42.08 on July 28, an increase of 16.9%. Its 512Gb TLC NAND benchmark…
Read MoreExpansion is already in production. Pooling is reaching real hardware, but its economics are still unsettled. A database server maxing out its 512 GB cannot directly borrow unused DIMMs from the machine one rack slot over. The neighbor can serve data over the network, and workloads can be migrated or distributed in software, but that…
Read MoreThe hardest part of selling decommissioned servers, memory, or storage in 2026 isn’t finding a buyer. It’s knowing what the gear is actually worth this week — because the number has been moving fast enough that any price more than a few weeks old is probably wrong. That accuracy is the part we’ve built our…
Read MoreIn early June, a single analyst note briefly knocked the memory trade off balance. Barron’s reported that Karl Ackerman expects DRAM and NAND average selling prices (ASPs) to peak in mid-2026 and begin falling quarter over quarter as early as 2027 — roughly a year ahead of his own earlier forecast. Micron’s stock fell on…
Read MoreFor most of the last two decades, the secondary server memory market followed a predictable curve. A new generation launches, the prior generation slides down a gentle depreciation slope, and a few years later the last sticks clear at scrap pricing. DDR3 followed that script. So did DDR2. DDR4 did not. Between September and November…
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