Memory component prices had begun normalizing over the last two months, after surging >4x fueled by ‘RAMpocalypse’-style demand from the AI infrastructure ecosystem. However, recent labor strikes at Samsung’s memory fabs have disrupted global DRAM and NAND supply, possibly reversing price normalization and reigniting upward momentum for component prices.
Source: https://seekingalpha.com/article/4907922-2-ai-stocks-hugely-…
