Server memory spot growth slows to +0.6% as storage stocks fall 5-7% in a day
tengyanAI · x · 2026-10-19
- Memory prices keep rising but momentum is fading: weekly spot gains for 32GB DDR5 server modules fell from +5.68.1% in September to +0.6% in the week of Oct 12, per tengyanAI's tracker; spot has climbed from $1,335 in July to $2,176.
- Storage stocks were hit hard Friday: STX -7.5%, WDC -6.9%, SNDK -6.9%, MU -5.6%. In past memory cycles stocks tended to top out when price growth slowed, well before prices actually fell, so the author reads the selloff as the market asking a fair question.
- NAND moved first: 512GB TLC wafer spot is down 7% since the week of Sep 17. But one week of spot data is noisy — contract prices decide earnings. SK hynix reports Q3 on Oct 28 and SanDisk on Oct 29: if Q4 guidance matches Q3's increases, the spot slowdown was noise; if smaller, last week's selling was ahead of the data.
More from Venture
- Anthropic cofounders pledged 80% of equity to charity — 'trillion-dollar or zero-dollar company' — kevinroose · 2026-10-19
- LobsterAI DAU up 83.1% in September as office agents become coding night school — lxfater · 2026-10-19
- CoreWeave plunges 25% in a week as credit default swaps hit distress levels — MartinGTobias · 2026-10-19
- 'Giving away 20% equity' vs losing $40B a year: founder mocks Anthropic's framing — PaulYacoubian · 2026-10-19
- Polymarket Launches "AI Bubble Bursts by Year-End" Market, Priced at Just 8% — Polymarket · 2026-10-19
- Why neoclouds get acquired by outsiders, never by each other — AccBalanced · 2026-10-19