this post was submitted on 09 Jul 2026
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[–] WesternInfidels@feddit.online 29 points 16 hours ago (2 children)

Contract prices for DRAM and NAND have risen steeply through 2026 as AI server demand outran supply, pushing memory makers toward 40% to 50% operating margins on NAND in the first half of the year.

So, does that sound like a functioning market?

[–] LodeMike@lemmy.today 5 points 8 hours ago* (last edited 5 hours ago)

Yes.

Healthy? No. Functioning? Yes.

[–] Zorque@lemmy.world 15 points 16 hours ago

Depends on who its functioning for.