Memory supply won't meet demand until next decade, prices not expected to drop
TheZachMueller · x · 2026-10-28
Per the latest earnings call, memory supply is not expected to meet demand until the next decade and possibly beyond, meaning prices are unlikely to come down — anyone waiting for cheaper memory is better off buying now, as Andrew Curran notes. Memory costs feed directly into AI training and inference economics.
Related event: SK hynix Q3 smashes estimates, sees memory shortage lasting through 2030(9 posts)→
More from Infra
- Cloud Providers Can't Forget What Enterprises Actually Run On — DavidLinthicum · 2026-10-28
- HUMAIN details site and power groundwork behind its AI infrastructure buildout — HUMAIN · 2026-10-28
- llama.cpp PR fuses MoE matmuls and GLU, boosting Qwen3 CUDA throughput up to 17% — jacek2023 · 2026-10-28
- A 5-minute visual explainer of what happens when you call an LLM API — HowDevelop · 2026-10-28
- GenieX brings any GGUF model to Snapdragon's Hexagon NPU, with real benchmarks — SkyFeistyLlama8 · 2026-10-28
- Cached tokens explained: how prefix caching cuts agent costs to 2% and what breaks the hit rate — Arindam_1729 · 2026-10-28