In the middle of December I emailed my good buddy out in Nova Scotia and told him this :
"At this festive time of the year I should let you know of something that has been festering for the last month or so, perhaps a "too late" timely comment, which may still be in time, depending on which way you see it. A little background, something that has not affected you and would never have, during the covid years video cards, GPUs, increased dramatically in price because of a perfect storm of high demand and for many reasons, supply issues. They went up 200% to 300% and the cynical amongst us acknowledged that the industry was taking advantage, of course, greed was also a factor with consumers. This would not have been on your radar because of your computing requirements.
Fast forward to a chilling announcement just a few weeks ago from Micron, they announced that they are exiting the consumer market for ram, specifically modern ram like DDR4 and DDR5. The big three memory companies are Micron, Samsung and SK Hynix, basically those three supply most of the planet's memory products, which is a factor in absolutely everything, everything. What Micron has done, and the other two companies will surely follow, have shifted from consumer products to chasing high bandwidth HBM customers, mainly data centres, bitcoin conglomerates, AI processing plants, all of which are seeing trillions of dollars of governmental funding.
The effect of the announcement on the 3rd December has caused memory products to spike 300% or more in the consumer market, a budget-friendly 32GB kit of DDR5 in September would have been $95 and today is around $440, this being is seen across all memory products and I consider will be irreversible by February when Micron (and probably the others) will pull the plug. I say memory products because it will affect SSD drives, GPU prices and the sinister aspect is that everything that uses silicon will be affected by this "AI Squeeze" which is planes, trains and automobiles, dishwashers, consumer electronics, everything.
So, back to my point. If you think you will be in the market for a new computer at some point in 2026 or 2027 you should consider that this is a sweet spot to buy existing inventory from a company like Dell Refurbished."
At that point I linked him to a Dell Precision 5820 Tower workstation, at the time the price was $419 that was a screaming deal, the workstation class machines exceptional in specifications, it was an "A" condition machine, they had 31 units left and I was tempted to buy one myself. Windows 11 Pro, 16GB DDR4, 11th generation Intel, 500GB SSD. When you added tax and shipping, the workstation was $500 which was a great price.
Two weeks later, they have none.
Sure, they will have more, I hope, but it is a sign that "hot cakes" need to be bought. If I think this way, all the other lemmings will be thinking the same way, prices will rocket in 2026 and there will be no going back, that is the way the market works, in my tiny world, used DDR4 prices have gone up a lot in the last month, that is because the word is out, sellers are selling for more, because buyers are paying more.
The question is, this inflationary process, is it real?