standard
DDR4 SDRAM is a widely used DRAM standard that preceded DDR5, long common in PCs and servers before newer platforms shifted to DDR5.
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Michael Burry swapped his Micron and Nebius shorts for put options expiring in June and September 2027, with Micron strikes near $500. His AI-bubble call now has a deadline and price levels that chip-stock holders can measure their own positions against.
Reality
DDR4 contract prices rose 4% in September to a record $26 after a 14% gain in July, while MLC NAND rose 0.44%. Analysts tie Micron's shrinking earnings beats to multi-year supply deals, so the peak may show up in results before it shows up in contract prices.
Reality
Micron CEO Sanjay Mehrotra expects memory supply to be much tighter in 2027 and 2028 than in 2026. With most of Micron's 2027 output already committed, buyers should budget for high memory prices through 2028.
Reality
Counterpoint puts the first-quarter DRAM contract jump at 80% to 90% and TrendForce sees 13% to 18% more in the third, which is how Marvell gets memory to 30% of hyperscaler spend against about 8% two years ago.
Reality
TrendForce has DDR2 up 55-60% this quarter and another 35-40% next, which multiplies to about 2.1 times, so the cheapest fallback part on the board is repricing faster than most bills of materials get revisited.
Reality
TrendForce puts 3Q26 DRAM contracts up 13 to 18% and NAND up 10 to 15%, slower than recent quarters, though nothing on the supply side loosened; what gave way was the PC and smartphone buyer's budget, strained by record prices.
Reality
Tom's Hardware tracks DDR5 up near 500% in twelve months, and hyperscale buyers have reportedly pre-bought almost all of 2027's global DRAM output. Deferring the purchase is not a plan.
Reality