Memory Controller @MemoryControllr

@2SticksofR4M 2 sticks of $RAM used to be such a simple purchase.

The price of RAM knocks everyone out of owning hardware, so we’re supposed to use cloud services. Meanwhile they’re abandoning the standard that would make cloud gaming somewhat feasible. You will own nothing and be happy with whatever broken service is offered to you.

@miragemunny @Dior100x 2 sticks of $RAM is amazing tech that’s ready to go on a generational run and follow irl memory prices.

@MrTcooks 2 sticks of $RAM is gearing up to follow memory prices.

@_Shadow36 Memory prices are on a generational run. 2 sticks of $RAM to follow.

Memory pricing is running hot, and the structural shift across the supply chain means this cycle is far from over. According to recent data from BofA Global Research, spot and contract prices across DRAM and NAND surged through May to August 2026. The move is broad-based: * 16Gb DDR5 spot hit an all-time high of $53 (up roughly 1,000% from late 2023 lows). * 8Gb DDR4 reached a record near $43. * 16Gb DDR4 is hovering near multi-year highs. * NAND wafers rebounded sharply in early August after months of flat movement. The most telling signal: the typical price premium for DDR5 has largely evaporated. DDR4 supply is now so tight that legacy parts are pricing like leading-edge silicon. Three dynamics are driving the squeeze: * Massive fab capacity reallocation toward High Bandwidth Memory (HBM) and enterprise server DRAM. * Lingering supply constraints from earlier production cuts by major suppliers. * Stronger-than-expected demand across AI servers, PCs, and smartphones. With meaningful supply relief unlikely before 2028 to 2029, makers like Samsung, SK Hynix $SKHY , and Micron $MU hold long-term pricing power. For hardware procurement teams, locking in multi-quarter volume contracts now is critical before wafer capacity shifts further away from standard DRAM.

@CryptotwitsHQ 2 sticks of $RAM is making headlines due to the memory shortage impacting consumer electronics. DmGvYx7R4ZJnSocMauain4LXh3oA8kuDYavLoDLYpump

@mikasasolslayer Would love to get an invite!

@2SticksofR4M And people think they can ignore the memory shortage. $RAM is coded x.com/gamegpu_com/st…

GameGPU @GameGPU_com

a day ago

en.gamegpu.com/news/zhelezo/p… Fresh leaks revealed memory parameters for PlayStation 6 and Xbox Helix platforms. Due to global DRAM price surges, makers adjust plans so retail system prices do not exceed the $1000 mark. Sony may equip PlayStation 6 with a 160-bit bus and 20GB GDDR7

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News confirming all next gen consoles will be nerfed to compensate for massive increases in RAM costs. Xbox and Sony are going to cheap out on every other part of the console to keep the price around $1k. Surely that won't cause any issues....

DRAM/NAND spot prices broadly stronger than expected. DRAM spot prices have stayed firm for more than two months, even through the usual soft period. Most chips, including 16Gb DDR5 and 8Gb DDR4, rose another low-single-digit percentage this week. That points toward roughly 30% sequential gains. August contract prices for commodity DDR5 are still in the low- to mid-20% range quarter-on-quarter. Rising September deals could push the full third-quarter ASP closer to 30% or higher. Long-term agreement prices show a wide spread, but the bulk sit near 20% or above. NAND spot prices have also climbed quarter-to-date, around 20%. That is stronger than earlier sub-20% expectations. Module makers and OEMs are increasing near-term orders ahead of smartphone and PC launches in September and the fourth quarter. Those products are expected to carry 10% or higher retail prices year-over-year. China’s July semiconductor import data reinforce the picture. Overall chip imports rose 71% in dollar terms while units grew only 9%. Memory imports jumped 200% year-over-year, far outpacing logic. That points to sharply higher average selling prices. The pricing environment remains supportive. Current third-quarter ASP assumptions of +23% for DRAM and +15% for NAND look intact. Below image shows: Exhibit 11 tracks long-term DRAM spot prices (2000–2026). After softening in April–May, prices rebounded through June–August. 16Gb DDR5 reached multi-decade highs near $53, while 8Gb DDR4 hit around $43 and higher-density parts also rose sharply. These levels sit well above the previous 2017 peak. The move is linked to supply being reallocated toward HBM and server DRAM. Exhibit 12 shows NAND wafer spot prices (2019–2026). After staying roughly flat to slightly lower through 2Q26 following a strong rally in late 2025 and early 2026, prices rebounded sharply in early August. 512Gb TLC, 256Gb TLC, and 1Tb QLC wafers all moved higher.

Semiconductor Insider @SemiconductorsX

a day ago

BofA Global Research’s August 20 note on global memory tech centers on three points: SK Hynix’s large share buyback, stronger-than-expected DRAM and NAND spot prices, and an upcoming Korea tech tour. On pricing, DRAM spot prices have held firm for more than two months. Most

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@Dior100x This is why 2 sticks of $RAM cost a thousand dollars 😭

@YugeNutz @fuelkek 2 sticks of $RAM cost a thousand dollars because of this shi DmGvYx7R4ZJnSocMauain4LXh3oA8kuDYavLoDLYpump

@S0Lmay0r The memory shortage is here to stay.

@M_Chaser00 @MrTcooks Bag workers will win. 2 sticks of $RAM has recently launched a campaign to further incentivize bag working on the Shillz platform.

@impixiecat Just requested to join.

@theneetguy Elite song choice

it will all work out in the end and if it doesn't its not the end neet coin

@CryptoJulzss @ItsNala It’s already here with @2SticksofR4M. DmGvYx7R4ZJnSocMauain4LXh3oA8kuDYavLoDLYpump

@Namiixbt @ohheyitstmas 💯 People can be early to 2 sticks of $RAM. DmGvYx7R4ZJnSocMauain4LXh3oA8kuDYavLoDLYpump x.com/semiconductors…

Semiconductor Insider @SemiconductorsX

2 days ago

Nomura’s new Chip Shortage Index is flashing deep red. AI demand is outpacing supply hard. Export prices exploding, no quick fix in sight. Volatility = opportunity.

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