News Consumer DRAM Prices Set to Drop 18% in Q3 — TrendForce

Jimbojan

Honorable
May 17, 2017
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All PC and GPU makers like AMD, NVDA and Intel will suffer for a long time to come, I cannot see why AMD and NVDA still have a price to earnings ratio ( PE) over 60 - 90, while Intel is 8, thanks to those analysts pump and dump
 

watzupken

Reputable
Mar 16, 2020
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Hope the price drop includes DDR5 :)
DDR5 prices are unsustainable and will hinder adoption. This will eventually have to come down, and it is obvious that it is coming down when we compare the prices now against what we saw end of last year.

Anyway, I will take whatever analysis with a tablespoon of salt because clearly they are reactive despite it being a prediction. I've seen so called prediction basically just being adjusted accordingly based on what we can already observe.
 
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