Most AI datacenter orders were NOT paid premium - manufacturing simply shifted from consumer products to industrial, at the same cost essentially.
You know who’s paying premium?
The average consumer who needs to buy RAM right now, because thanks to the supply drop - both already existing and foreshadowed - the price of the already available units skyrocketed.
Meanwhile the DRAM manufacturers don’t care because they’re getting paid the exact same amount regardless if they’re producing for consumers or industrial clients.
You’re wrong.
Most AI datacenter orders were NOT paid premium - manufacturing simply shifted from consumer products to industrial, at the same cost essentially.
You know who’s paying premium?
The average consumer who needs to buy RAM right now, because thanks to the supply drop - both already existing and foreshadowed - the price of the already available units skyrocketed.
Meanwhile the DRAM manufacturers don’t care because they’re getting paid the exact same amount regardless if they’re producing for consumers or industrial clients.