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StevenWalker
StevenWalker
March 31, 2026

Memory prices, having surged from heavy AI demand, are poised to cool as major buyers cut costs. OpenAI is re-evaluating large chip orders, canceling projects, and reducing data center spend. Similar cost-cutting at firms like Disney is easing demand pressure. With market competition intensifying, analysts expect DRAM prices to stabilize and gradually decline in the near term.

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