【Headline: Laptop sales plunge—why are memory prices going up?】
Computer memory prices are rising, but people aren’t buying computers anymore. Who’s going to foot the bill for this?
TrendForce says computer memory (DRAM) prices will rise by 13–18% in the fourth quarter of this year. This is directly tied to the steep drop in laptop sales in the third quarter. Put simply, the worse computer makers’ sales are, the higher their memory costs become. Those costs may ultimately be passed on to consumer electronics like phones and tablets, making them more expensive or leaving less room for innovation.
Market impact
- Short term: Rising memory prices will squeeze tech stocks’ profits, and money may flow out of the hardware sector. But the impact should be limited, since major manufacturers have already started stockpiling to hedge against price drops.
- Medium term: In terms of industry dynamics, the memory oligopoly will be in a stronger position, while consumer electronics brands will face sharply increased pressure. This could accelerate domestic substitution or prompt companies to seek alternative materials.
My take
Rising memory prices are a negative for big tech stocks. But in the short term, BTC $73.9K and ETH $2.06K are more focused on the Fed’s moves, so the impact of memory prices is limited—unless a global chip shortage hits. Go easy on me if I’m wrong; I’m only testing the waters with a small position myself.
⚠️ This is not investment advice
$BTC $ETH
Computer memory prices are rising, but people aren’t buying computers anymore. Who’s going to foot the bill for this?
TrendForce says computer memory (DRAM) prices will rise by 13–18% in the fourth quarter of this year. This is directly tied to the steep drop in laptop sales in the third quarter. Put simply, the worse computer makers’ sales are, the higher their memory costs become. Those costs may ultimately be passed on to consumer electronics like phones and tablets, making them more expensive or leaving less room for innovation.
Market impact
- Short term: Rising memory prices will squeeze tech stocks’ profits, and money may flow out of the hardware sector. But the impact should be limited, since major manufacturers have already started stockpiling to hedge against price drops.
- Medium term: In terms of industry dynamics, the memory oligopoly will be in a stronger position, while consumer electronics brands will face sharply increased pressure. This could accelerate domestic substitution or prompt companies to seek alternative materials.
My take
Rising memory prices are a negative for big tech stocks. But in the short term, BTC $73.9K and ETH $2.06K are more focused on the Fed’s moves, so the impact of memory prices is limited—unless a global chip shortage hits. Go easy on me if I’m wrong; I’m only testing the waters with a small position myself.
⚠️ This is not investment advice
$BTC $ETH
