- Similar to RAM (DRAM) prices for system memory, SSDs are now plotting an actually worse price increase trajectory by time vs spot price, and we expect contract prices will trail
- Currently, data centers and “AI” are driving the demand for SSDs to be deployed in server solutions worldwide, which reduces consumer demand
- Some SSD NAND suppliers are reducing their production capacity despite high demand
Three steaks where I live are now 60$ from a supermarket, I think many people underestimate the general inflation of goods prices as well. When youre measuring things in dollars its going to be a bad experience, if you measure in gold or some other commodity its actually getting cheaper.
Gold is fluctuating wildly in price. It is meaningless to talk about measuring commodity prices in gold.
Unfortunately I don’t get paid in gold.
No, but through a lens of your salary being debased it could be far cheaper than we perceive. If you were retired and live off an equity portfolio it would be far cheaper for you.
How good for that small percentage of people in an already small percentage of people who can afford to retire. A lot of retirees are on a fixed income, making it even worse.