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Micron just turned in the memory market’s headline quarter. In its fiscal third quarter, reported after the close on June 24, revenue reached a record ~$41.5 billion on a record gross margin near 85%, with DRAM alone accounting for about $31.3 billion, roughly three-quarters of the total. Both figures are company records, and both sit…
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…
Read MoreThe memory market has entered a period of unprecedented divergence as of late March 2026. For nearly a year, IT departments and hardware enthusiasts have been battered by the “Rampocalypse,” a sustained period of skyrocketing DRAM costs that saw some modules triple in price. However, the tide is finally turning—at least in the retail sector.…
Read MoreThe memory market has just entered a state of emergency. As we move into early March 2026, the tech industry is grappling with a supply-chain shock that is being dubbed “Rampocalypse 2.0.” What was once a predicted “cyclical recovery” has mutated into a full-blown crisis, led by a historic pricing maneuver from Samsung Electronics. The…
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