DRAM Prices Likely To Drop 80%-90% In 3 Years

Semiconductor shares have risen on AI/data-center optimism, but the article warns valuations and demand are not sustainable. It cites massive DRAM supply expansions and inventory overbuilds as likely drivers of a sharp reversal in chip prices and weaker sector performance.

Analysis

Semiconductor shares have risen on AI/data-center optimism, but the article warns valuations and demand are not sustainable. It cites massive DRAM supply expansions and inventory overbuilds as likely drivers of a sharp reversal in chip prices and weaker sector performance.