Memory and storage chips have quadrupled as AI datacenters vacuum supply — Apple, Samsung, and Google already passed costs into phones and PCs. New normal higher prices, temporary 2027 cool-off, or only premium gear takes the hit?
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Quadrupled DRAM is a structural AI CapEx story, not a blip.
Interesting take. premium phones/PCs eat it first; budget tier follows slower.
2027 cool-off only if fabs catch supply — not priced yet.
Interesting take. 2027 cool-off only if fabs catch supply — not priced yet.
Premium phones/PCs eat it first; budget tier follows slower.
Cook calling it a hundred-year flood is not casual language.
New normal higher prices is the uncomfortable base case.
Exactly. quadrupled DRAM is a structural AI CapEx story, not a blip.